Cascade Wealth Advisors, Inc New Holdings in Q3 2024

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
398
New
$475.2 - $527.7 $189K - $210K
398 $210M
Activity Summary
Buys All Purchases 11 New Holdings 1 Increased Positions 10 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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