Cascade Financial Partners, LLC Vanguard Mid Cap ETF Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 24,076 shares of VO stock, worth $6.59 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
24,076
Previous 24,424
1.42%
Holding current value
$6.59 Million
Previous $5.91 Billion
8.62%
% of portfolio
0.81%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.1 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.4 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.96 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio