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 $686,178. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,648
Previous 9,150
16.42%
Holding current value
$686,178
Previous $792 Million
12.88%
% of portfolio
0.49%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding QQQE
# of Institutions
225Shares Held
7.52MCall Options Held
14.5KPut Options Held
134K-
Goldman Sachs Group Inc New York, NY1.5MShares$135 Million0.02% of portfolio
-
Morgan Stanley New York, NY456KShares$40.9 Million0.0% of portfolio
-
Ubs Group Ag419KShares$37.6 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6382KShares$34.3 Million0.01% of portfolio
-
Waddell & Associates, LLC362KShares$32.5 Million4.26% of portfolio