Cardinal Point Wealth Management Partners, LLC Vanguard World Fd Esg U.S. Sto 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

No transaction found.

Others Institutions Holding ESGV

# of Institutions

524

Shares Held

30.4M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

6.73M
Shares

$693 Million
0.01% of portfolio
Visa Foundation

1.72M
Shares

$177 Million
70.92% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$127 Million
0.12% of portfolio
Wealthfront Advisers LLC

1.08M
Shares

$111 Million
0.35% of portfolio
Morgan Stanley New York, NY

833K
Shares

$85.7 Million
0.01% of portfolio

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account