Cascade Financial Partners, LLC Proshares Tr Russell 2000 Divi Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Proshares Tr Russell 2000 Divi stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 11,693 shares of SMDV stock, worth $870,660. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,693
Previous 11,693
-0.0%
Holding current value
$870,660
Previous $726 Million
10.39%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SMDV
# of Institutions
139Shares Held
5.68MCall Options Held
10.3KPut Options Held
0-
Morgan Stanley New York, NY1.13MShares$84.2 Million0.01% of portfolio
-
Ubs Group Ag485KShares$36.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA461KShares$34.3 Million0.01% of portfolio
-
Capital Investment Advisors, LLC438KShares$32.6 Million0.63% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL276KShares$20.6 Million0.03% of portfolio