Cascade Financial Partners, LLC Ishares Tr Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 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 64,388 shares of IDV stock, worth $1.92 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
64,388
Previous 62,641
2.79%
Holding current value
$1.92 Million
Previous $1.71 Billion
3.95%
% of portfolio
0.23%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$322 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$218 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$197 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio