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 $593,466. This represents 0.39% of its overall portfolio holdings.
Number of Shares
1,898
Previous 1,898
-0.0%
Holding current value
$593,466
Previous $532 Million
1.39%
% of portfolio
0.39%
Previous 0.39%
Shares
1 transactions
Others Institutions Holding IWO
# of Institutions
1,057Shares Held
32.3MCall Options Held
178KPut Options Held
176K-
Bank Of America Corp Charlotte, NC3.5MShares$1.09 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.56MShares$799 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$472 Million1.28% of portfolio
-
Barings LLC1.49MShares$467 Million10.43% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$429 Million1.21% of portfolio