Cascade Wealth Advisors, Inc Direxion Nasdaq 100 Equal Weig Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 7,648 shares of QQQE stock, worth $713,252. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,648
Previous 9,150
16.42%
Holding current value
$713,252
Previous $792 Million
12.88%
% of portfolio
0.49%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding QQQE
# of Institutions
230Shares Held
8.75MCall Options Held
21.4KPut Options Held
202K-
Goldman Sachs Group Inc New York, NY1.16MShares$108 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN668KShares$62.3 Million0.02% of portfolio
-
Total Investment Management Inc Scottsdale, AZ661KShares$61.7 Million6.68% of portfolio
-
Morgan Stanley New York, NY631KShares$58.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC548KShares$51.1 Million0.0% of portfolio