Cascade Wealth Advisors, Inc Vanguard Specialized Funds Van Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 11,151 shares of VNQ stock, worth $934,007. This represents 0.77% of its overall portfolio holdings.
Number of Shares
11,151Holding current value
$934,007% of portfolio
0.77%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,749Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
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Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
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Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio