Number of Shares
681,016.00
Current Holdings Value*
$39.42 Mil
% of Portfolio
3.62%
Total Estimate Gain
$13.46 Mil
% of Total Estimate Gain
46.10%

Cardinal Point Capital Management ULC's iShares U.S. Equity Factor ETF Holding Summary

As of 2025-03-31, Cardinal Point Capital Management ULC held 681,016.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $39.42 Mil. This investment constitutes 3.62% of their stock portfolio, and Cardinal Point Capital Management ULC now holds 1.72% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.

The initial trade took place in 2022Q4. And since then Cardinal Point Capital Management ULC has made 8 purchases of LRGF, at an average price of $41.82, for a total of 698,006.00 shares. In addition, there have been 1 sales at an average price of $42.04 for 16,990.00 shares. Based on historical transaction data and LRGF's current price of $61.58, Cardinal Point Capital Management ULC's estimated gain on his LRGF holdings is $13.46 Mil, reflecting a 46.10% gain to date.

Cardinal Point Capital Management ULC LRGF ($61.58) Holding Chart

Cardinal Point Capital Management ULC LRGF ($61.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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