Cascade Wealth Advisors, Inc Shp ETF Tr Neos S&P 500 High I Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
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
Others Institutions Holding SPYI
# of Institutions
136Shares Held
13.4MCall Options Held
27.1KPut Options Held
57.7K-
International Assets Investment Management, LLC Orlando, FL7.95MShares$00.42% of portfolio
-
Gradient Investments LLC1.77MShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC654KShares$00.0% of portfolio
-
Stifel Financial Corp St. Louis, MO433KShares$00.0% of portfolio
-
Brown Financial Advisors Milford, OH164KShares$03.47% of portfolio