Cascade Wealth Advisors, Inc Vanguard Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 74,972 shares of VGSH stock, worth $4.35 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
74,972Holding current value
$4.35 Million% of portfolio
3.67%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
883Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
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Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
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Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
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Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
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Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio