Cascade Wealth Advisors, Inc Direxion Nasdaq 100 Equal Weig Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 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 4,705 shares of QQQE stock, worth $449,798. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,705
Previous 7,648
38.48%
Holding current value
$449,798
Previous $690 Million
38.77%
% of portfolio
0.29%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding QQQE
# of Institutions
240Shares Held
8.24MCall Options Held
24.8KPut Options Held
202K-
Goldman Sachs Group Inc New York, NY803KShares$76.8 Million0.01% of portfolio
-
Total Investment Management Inc Scottsdale, AZ685KShares$65.5 Million8.68% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN668KShares$63.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY631KShares$60.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC548KShares$52.4 Million0.0% of portfolio