Cascade Financial Partners, LLC Wisdomtree Tr Artificial Intel Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 53,370 shares of WTAI stock, worth $1.14 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
53,370
Previous 26,015 105.15%
Holding current value
$1.14 Million
Previous $544 Million 101.09%
% of portfolio
0.14%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$17.62 - $21.88 $481,995 - $598,527
27,355 Added 105.15%
53,370 $1.09 Billion
Q2 2024

Jul 31, 2024
BUY
$18.47 - $21.05 $480,497 - $547,615
26,015 New
26,015 $544 Million

Others Institutions Holding WTAI

# of Institutions
93
Shares Held
4.14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

WTAI Quotes by TradingView
  • Ticker WTAI
  • Sector ETFs
  • Industry ETFs
More about WTAI
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email