Cardinal Point Wealth Management Partners, LLC Ishares Treasury Floating Rate Call Options Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TFLO

# of Institutions

411

Shares Held

84.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.27M
Shares

$316 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.59M
Shares

$282 Million
0.13% of portfolio
Morgan Stanley New York, NY

3.98M
Shares

$201 Million
0.01% of portfolio
Ubs Group Ag

3.57M
Shares

$180 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.16M
Shares

$159 Million
0.05% of portfolio

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