Cascade Financial Partners, LLC Vanguard Financial ETF Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 6,700 shares of VFH stock, worth $818,137. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,700
Previous 6,723
0.34%
Holding current value
$818,137
Previous $671 Million
14.45%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
685Shares Held
52.2MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.86 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$336 Million0.02% of portfolio
-
Ubs Group Ag1.88MShares$230 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$186 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$167 Million0.03% of portfolio