Cardinal Point Wealth Management Partners, LLC Options Holdings

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $328 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 10, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 15 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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