Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware Growth Alloc 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 EAOR
# of Institutions
14Shares Held
152KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z456.6KShares$1.91 Million0.15% of portfolio
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Ima Wealth, Inc. Wichita, KS18.6KShares$627,3100.07% of portfolio
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Syntrinsic LLC Denver, CO18.1KShares$610,6470.19% of portfolio
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Jpmorgan Chase & CO New York, NY12.8KShares$431,9460.0% of portfolio
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Martin Worley Group Cottonwood Heights, UT6.41KShares$216,3440.12% of portfolio