Cascade Wealth Advisors, Inc NEOS ETF TRUST Transaction History

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025
Number of Shares
29,628
Holding current value
$1.38 Billion
% of portfolio
0.95%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

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