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	N/A	-2,980 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	N/A	2,980 New	2,980 $303,000

Others Institutions Holding MINT

# of Institutions

679

Shares Held

80M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

17.4M
Shares

$1.75 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$879 Million
0.21% of portfolio
Morgan Stanley New York, NY

8.08M
Shares

$811 Million
0.07% of portfolio
Assetmark, Inc

5.49M
Shares

$551 Million
1.81% of portfolio
Hb Wealth Management, LLC

2.67M
Shares

$268 Million
3.36% of portfolio

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