Cascade Wealth Advisors, Inc Vanguard Russell 1000 Growth E Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 63,860 shares of VONG stock, worth $6.75 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
63,860
Previous 69,691
8.37%
Holding current value
$6.75 Million
Previous $6.73 Billion
1.93%
% of portfolio
4.46%
Previous 4.81%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
720Shares Held
144MCall Options Held
25.7KPut Options Held
2.1K-
Bank Of America Corp Charlotte, NC30.3MShares$3.2 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.1 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$658 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$547 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$493 Million1.35% of portfolio