Mascoma Wealth Management LLC Ishares Esg Aware Growth Alloc Call Options Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding EAOR
# of Institutions
18Shares Held
183KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z461.9KShares$2.18 Million0.15% of portfolio
-
Cardinal Point Wealth Management Partners, LLC27.5KShares$970,6850.23% of portfolio
-
Syntrinsic LLC Denver, CO18.1KShares$637,9840.19% of portfolio
-
Jpmorgan Chase & CO New York, NY12.8KShares$451,2830.0% of portfolio
-
Bond & Devick Financial Network, Inc.11.4KShares$401,2070.13% of portfolio