Cascade Wealth Advisors, Inc Direxion Nasdaq 100 Equal Weig Transaction History
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 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 9,150 shares of QQQE stock, worth $826,885. This represents 0.59% of its overall portfolio holdings.
Number of Shares
9,150
Previous 20,608
55.6%
Holding current value
$826,885
Previous $1.77 Billion
55.38%
% of portfolio
0.59%
Previous 1.51%
Shares
2 transactions
Others Institutions Holding QQQE
# of Institutions
217Shares Held
8.39MCall Options Held
14.5KPut Options Held
134K-
Goldman Sachs Group Inc New York, NY1.5MShares$136 Million0.02% of portfolio
-
Berkshire Money Management, Inc.801KShares$72.4 Million9.35% of portfolio
-
Morgan Stanley New York, NY456KShares$41.2 Million0.0% of portfolio
-
Ubs Group Ag419KShares$37.9 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6382KShares$34.5 Million0.01% of portfolio