Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $313 Million
  • Prior Value $313 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Cardinal Strategic Wealth Guidance Portfolio

Follow Cardinal Strategic Wealth Guidance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Strategic Wealth Guidance, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Strategic Wealth Guidance with notifications on news.