Cascade Wealth Advisors, Inc Vanguard Index Fds S&P 500 ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 398 shares of VOO stock, worth $220,022. This represents 0.15% of its overall portfolio holdings.
Number of Shares
398Holding current value
$220,022% of portfolio
0.15%Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.6 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.2 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.9 Billion1.04% of portfolio
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Raymond James & Associates St Petersburg, FL23.4MShares$12.9 Billion7.64% of portfolio
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Morgan Stanley New York, NY22MShares$12.2 Billion0.86% of portfolio