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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$82.41 - $92.06 $123,779 - $138,274
-1,502 Reduced 16.42%
7,648 $690 Million
Q2 2024

Jul 26, 2024

SELL
$82.8 - $89.44 $948,722 - $1.02 Million
-11,458 Reduced 55.6%
9,150 $792 Million
Q1 2024

Apr 15, 2024

BUY
$82.13 - $89.46 $1.69 Million - $1.84 Million
20,608 New
20,608 $1.77 Billion

Others Institutions Holding QQQE

About DIREXION NASDAQ-100 EQUAL WEIG


  • Ticker QQQE
  • Sector ETFs
  • Industry ETFs
More about QQQE
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.