Cascade Wealth Advisors, Inc Vanguard Russell 1000 Growth E Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 90,255 shares of VONG stock, worth $8.47 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
90,255Holding current value
$8.47 Million% of portfolio
6.57%Shares
1 transactions
Others Institutions Holding VONG
# of Institutions
596Shares Held
144MCall Options Held
6.8KPut Options Held
3K-
Bank Of America Corp Charlotte, NC29.7MShares$2.79 Billion0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.06 Billion0.27% of portfolio
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Avantax Advisory Services, Inc.10.8MShares$1.01 Billion8.4% of portfolio
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Morgan Stanley New York, NY5.8MShares$544 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC4.6MShares$431 Million0.22% of portfolio