Cascade Wealth Advisors, Inc Direxion Nasdaq 100 Equal Weig Transaction History

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025

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 3,205 shares of QQQE stock, worth $304,955. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,205
Previous 4,705 31.88%
Holding current value
$304,955
Previous $422 Million 36.38%
% of portfolio
0.19%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$86.24 - $97.98 $129,359 - $146,970
-1,500 Reduced 31.88%
3,205 $269 Million
Q4 2024

Feb 05, 2025
SELL
$89.01 - $96.24 $261,956 - $283,234
-2,943 Reduced 38.48%
4,705 $422 Million
Q3 2024

Oct 15, 2024
SELL
$82.41 - $92.06 $123,779 - $138,274
-1,502 Reduced 16.42%
7,648 $690 Million
Q2 2024

Jul 26, 2024
SELL
$82.8 - $89.44 $948,722 - $1.02 Million
-11,458 Reduced 55.6%
9,150 $792 Million
Q1 2024

Apr 15, 2024
BUY
$82.13 - $89.46 $1.69 Million - $1.84 Million
20,608 New
20,608 $1.77 Billion

Others Institutions Holding QQQE

# of Institutions
234
Shares Held
8.48M
Call Options Held
39.4K
Put Options Held
8.9K
View Full List

About DIREXION NASDAQ-100 EQUAL WEIG

QQQE Quotes by TradingView
  • Ticker QQQE
  • Sector ETFs
  • Industry ETFs
More about QQQE
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