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

Cascade Wealth Advisors, Inc

  • $135 Billion
  • Q2 2024

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 122,901 shares of SPYI stock, worth $0. This represents 4.48% of its overall portfolio holdings.

Number of Shares
122,901
Previous 67,483 82.12%
Holding current value
$0
Previous $3.34 Billion 81.57%
% of portfolio
4.48%
Previous 2.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
113
Shares Held
4.26M
Call Options Held
12.2K
Put Options Held
5.8K
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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