Cascade Financial Partners, LLC Global X Fds Russell 2000 Cove Transaction History

Cascade Financial Partners, LLC

$798 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$16.17 - $16.91 $162,508 - $169,945	10,050 New	10,050 $168 Million

Others Institutions Holding RYLD

# of Institutions

145

Shares Held

29.2M

Call Options Held

483K

Put Options Held

19.8K

International Assets Investment Management, LLC Orlando, FL

8.69M
Shares

$146 Million
0.95% of portfolio
Lpl Financial LLC Fort Mill, SC

2.93M
Shares

$49.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$47 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.08M
Shares

$34.9 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.1M
Shares

$18.4 Million
0.0% of portfolio

About GLOBAL X FDS RUSSELL 2000 COVE

Ticker RYLD
Sector ETFs
Industry ETFs

More about RYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.