Cascade Financial Partners, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 204,662 shares of DOL stock, worth $11.1 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
204,662
Previous 204,652
-0.0%
Holding current value
$11.1 Million
Previous $10.3 Billion
1.14%
% of portfolio
1.36%
Previous 1.48%
Shares
2 transactions
Others Institutions Holding DOL
# of Institutions
97Shares Held
8.27MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.8MShares$152 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH848KShares$46.1 Million0.34% of portfolio
-
Morgan Stanley New York, NY531KShares$28.9 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$19.7 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY361KShares$19.6 Million0.0% of portfolio