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 $685,490. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,648
Previous 9,150
16.42%
Holding current value
$685,490
Previous $792 Million
12.88%
% of portfolio
0.49%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding QQQE
# of Institutions
232Shares Held
8.42MCall Options Held
21.4KPut Options Held
202K-
Goldman Sachs Group Inc New York, NY1.16MShares$104 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN668KShares$59.8 Million0.02% of portfolio
-
Total Investment Management Inc Scottsdale, AZ661KShares$59.3 Million6.68% of portfolio
-
Morgan Stanley New York, NY631KShares$56.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC548KShares$49.1 Million0.0% of portfolio