Cascade Wealth Advisors, Inc Ishares Expanded Tech Software Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 17,325 shares of IGV stock, worth $1.66 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
17,325
Previous 17,525
1.14%
Holding current value
$1.66 Million
Previous $1.57 Billion
10.75%
% of portfolio
1.17%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding IGV
# of Institutions
713Shares Held
62.1MCall Options Held
8.71MPut Options Held
3.48M-
Bank Of America Corp Charlotte, NC4.05MShares$389 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.89MShares$374 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.82MShares$271 Million0.08% of portfolio
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Ubs Group Ag2.82MShares$271 Million0.05% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.2.81MShares$270 Million4.04% of portfolio