Cascade Wealth Advisors, Inc Ishares Expanded Tech Software Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 20,975 shares of IGV stock, worth $1.84 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
20,975Holding current value
$1.84 Million% of portfolio
1.47%Shares
1 transactions
Others Institutions Holding IGV
# of Institutions
528Shares Held
58MCall Options Held
1.17MPut Options Held
2.68M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa10.2MShares$899 Million0.41% of portfolio
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Morgan Stanley New York, NY6.81MShares$598 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.43MShares$476 Million0.04% of portfolio
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Jpmorgan Chase & CO New York, NY3.63MShares$319 Million0.03% of portfolio
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Migdal Insurance & Financial Holdings Ltd.3.59MShares$315 Million4.9% of portfolio