Cascade Wealth Advisors, Inc NEOS ETF TRUST Transaction History

Cascade Wealth Advisors, Inc

  • $177 Billion
  • Q2 2025
Number of Shares
229,341
Previous 29,628 674.07%
Holding current value
$12.3 Billion
Previous $1.38 Billion 788.07%
% of portfolio
6.93%
Previous 0.95%

Shares

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

Aug 11, 2025
BUY
N/A
199,713 Added 674.07%
229,341 $12.3 Billion
Q1 2025

May 09, 2025
BUY
N/A
29,628 New
29,628 $1.38 Billion
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