Cascade Wealth Advisors, Inc Shp ETF Tr Neos S&P 500 High I Transaction History
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 122,901 shares of SPYI stock, worth $0. This represents 4.48% of its overall portfolio holdings.
Number of Shares
122,901
Previous 67,483
82.12%
Holding current value
$0
Previous $3.34 Billion
81.57%
% of portfolio
4.48%
Previous 2.84%
Shares
2 transactions
Others Institutions Holding SPYI
# of Institutions
113Shares Held
4.26MCall Options Held
12.2KPut Options Held
5.8K-
Lpl Financial LLC Fort Mill, SC672KShares$00.0% of portfolio
-
Lee Johnson Capital Management, LLC642KShares$00.0% of portfolio
-
Stifel Financial Corp St. Louis, MO401KShares$00.0% of portfolio
-
Gradient Investments LLC350KShares$00.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny226KShares$00.0% of portfolio