Cardinal Point Wealth Management Partners, LLC Ssga Active ETF Tr Spdr Doblel 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 |
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Others Institutions Holding TOTL
# of Institutions
351Shares Held
62.5MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.32MShares$292 Million7.3% of portfolio
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Morgan Stanley New York, NY5.24MShares$209 Million0.02% of portfolio
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Envestnet Asset Management Inc2.79MShares$111 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC2.36MShares$94.2 Million0.05% of portfolio
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Tectonic Advisors LLC Plano, TX2.35MShares$93.6 Million6.5% of portfolio