Cascade Financial Partners, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Cascade Financial Partners, LLC
- $694 Billion
- Q1 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 204,652 shares of DOL stock, worth $10.4 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
204,652Holding current value
$10.4 Million% of portfolio
1.48%Shares
1 transactions
Others Institutions Holding DOL
# of Institutions
94Shares Held
8.17MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.78MShares$141 Million0.16% of portfolio
-
Huntington National Bank Columbus, OH876KShares$44.4 Million0.37% of portfolio
-
Morgan Stanley New York, NY501KShares$25.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY372KShares$18.9 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$18.4 Million0.05% of portfolio