Cascade Wealth Advisors, Inc Ishares Core U.S. Reit ETF Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 32,364 shares of USRT stock, worth $1.73 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
32,364Holding current value
$1.73 Million% of portfolio
1.41%Shares
1 transactions
Others Institutions Holding USRT
# of Institutions
349Shares Held
28MCall Options Held
3.3KPut Options Held
11.5K-
Black Rock Inc. New York, NY2.68MShares$144 Million0.0% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA2.6MShares$139 Million0.19% of portfolio
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Us Bancorp \De\2.35MShares$126 Million0.18% of portfolio
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Northwestern Mutual Wealth Management CO1.03MShares$55.4 Million0.06% of portfolio
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Morgan Stanley New York, NY843KShares$45.2 Million0.0% of portfolio