Cascade Wealth Advisors, Inc BLACKROCK ETF TRUST II Transaction History

Cascade Wealth Advisors, Inc

  • $177 Billion
  • Q2 2025
Number of Shares
139,689
Previous 103,910 34.43%
Holding current value
$7.23 Billion
Previous $5.34 Billion 35.37%
% of portfolio
4.09%
Previous 3.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
35,779 Added 34.43%
139,689 $7.23 Billion
Q1 2025

May 09, 2025
BUY
N/A
103,910 New
103,910 $5.34 Billion
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