Cascade Financial Partners, LLC Ishares Tr Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 15,650 shares of DVY stock, worth $2.14 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,650
Previous 15,650
-0.0%
Holding current value
$2.14 Million
Previous $2.12 Billion
2.9%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding DVY
# of Institutions
1,443Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.35 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$899 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$530 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$522 Million0.34% of portfolio