Cascade Wealth Advisors, Inc Direxion Nasdaq 100 Equal Weig Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 7,648 shares of QQQE stock, worth $719,523. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,648
Previous 9,150
16.42%
Holding current value
$719,523
Previous $792 Million
12.88%
% of portfolio
0.49%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding QQQE
# of Institutions
228Shares Held
8.21MCall Options Held
14.3KPut Options Held
134K-
Goldman Sachs Group Inc New York, NY1.5MShares$141 Million0.02% of portfolio
-
Total Investment Management Inc Scottsdale, AZ661KShares$62.2 Million6.68% of portfolio
-
Morgan Stanley New York, NY456KShares$42.9 Million0.0% of portfolio
-
Ubs Group Ag419KShares$39.4 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6382KShares$35.9 Million0.01% of portfolio