A detailed history of Cascade Wealth Advisors, Inc transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 122,391 shares of SPYI stock, worth $0. This represents 4.48% of its overall portfolio holdings.

Number of Shares
122,391
Previous 122,901 0.41%
Holding current value
$0
Previous $6.06 Billion 3.48%
% of portfolio
4.48%
Previous 4.48%

Shares

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

Oct 15, 2024

SELL
N/A
-510 Reduced 0.41%
122,391 $6.27 Billion
Q2 2024

Jul 26, 2024

BUY
N/A
55,418 Added 82.12%
122,901 $6.06 Billion
Q1 2024

Apr 15, 2024

BUY
N/A
67,483 New
67,483 $3.34 Billion

Others Institutions Holding SPYI

About SHP ETF TR NEOS S&P 500 HIGH I


  • Ticker SPYI
More about SPYI
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