Cascade Wealth Advisors, Inc Shp ETF Tr Neos S&P 500 High I Transaction History

Cascade Wealth Advisors, Inc

  • $177 Billion
  • Q2 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 367,420 shares of SPYI stock, worth $0. This represents 10.66% of its overall portfolio holdings.

Number of Shares
367,420
Previous 266,248 38.0%
Holding current value
$0
Previous $12.3 Billion 52.89%
% of portfolio
10.66%
Previous 8.53%

Shares

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

Aug 11, 2025
BUY
N/A
101,172 Added 38.0%
367,420 $18.9 Billion
Q1 2025

May 09, 2025
BUY
N/A
116,972 Added 78.36%
266,248 $12.3 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
26,885 Added 21.97%
149,276 $7.59 Billion
Q3 2024

Oct 15, 2024
SELL
N/A
-510 Reduced 0.41%
122,391 $6.27 Billion
Q2 2024

Jul 26, 2024
BUY
N/A
55,418 Added 82.12%
122,901 $6.06 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
67,483 New
67,483 $3.34 Billion

Others Institutions Holding SPYI

# of Institutions
240
Shares Held
11.7M
Call Options Held
55K
Put Options Held
112K
View Full List

About SHP ETF TR NEOS S&P 500 HIGH I

SPYI Quotes by TradingView
  • Ticker SPYI
More about SPYI
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