Cardinal Point Wealth Management Partners, LLC Ishares Tr Core Growth Allocat Put Options Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AOR

# of Institutions

367

Shares Held

14.4M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.62M
Shares

$93.2 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

687K
Shares

$39.6 Million
0.0% of portfolio
Mesirow Financial Investment Management, Inc.

601K
Shares

$34.7 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$33.3 Million
0.0% of portfolio
Aspiriant, LLC

444K
Shares

$25.6 Million
1.01% of portfolio

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About ISHARES TR CORE GROWTH ALLOCAT

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