Cascade Wealth Advisors, Inc Ishares Russell 2000 Gwt ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 1,898 shares of IWO stock, worth $540,626. This represents 0.39% of its overall portfolio holdings.
Number of Shares
1,898
Previous 1,898
-0.0%
Holding current value
$540,626
Previous $532 Million
1.39%
% of portfolio
0.39%
Previous 0.39%
Shares
1 transactions
Others Institutions Holding IWO
# of Institutions
1,062Shares Held
32.1MCall Options Held
178KPut Options Held
176K-
Bank Of America Corp Charlotte, NC3.5MShares$996 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.56MShares$728 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$430 Million1.28% of portfolio
-
Barings LLC1.49MShares$425 Million10.43% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$391 Million1.21% of portfolio