Cardinal Point Wealth Management Partners, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$99.0 - $100.08 $295,020 - $298,238	-2,980 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$101.54 - $101.91 $302,589 - $303,691	2,980 New	2,980 $303,000

Others Institutions Holding MINT

# of Institutions

705

Shares Held

87.8M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

24.5M
Shares

$2.46 Billion
0.2% of portfolio
Morgan Stanley New York, NY

7.86M
Shares

$791 Million
0.06% of portfolio
Assetmark, Inc

6.7M
Shares

$674 Million
1.94% of portfolio
Wells Fargo & Company San Francisco, CA

4.3M
Shares

$433 Million
0.1% of portfolio
Hb Wealth Management, LLC

3.19M
Shares

$321 Million
3.46% of portfolio

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