Cascade Financial Partners, LLC Ishares Tr Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 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 65,888 shares of IDV stock, worth $1.86 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
65,888
Previous 64,388
2.33%
Holding current value
$1.86 Million
Previous $1.78 Billion
8.17%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
478Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$303 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$193 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$74.9 Million0.02% of portfolio