Cascade Wealth Advisors, Inc Direxion Nasdaq 100 Equal Weig Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 4,705 shares of QQQE stock, worth $440,999. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,705
Previous 7,648 38.48%
Holding current value
$440,999
Previous $690 Million 38.77%
% of portfolio
0.29%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$89.01 - $96.24 $261,956 - $283,234
-2,943 Reduced 38.48%
4,705 $422 Million
Q3 2024

Oct 15, 2024
SELL
$82.41 - $92.06 $123,779 - $138,274
-1,502 Reduced 16.42%
7,648 $690 Million
Q2 2024

Jul 26, 2024
SELL
$82.8 - $89.44 $948,722 - $1.02 Million
-11,458 Reduced 55.6%
9,150 $792 Million
Q1 2024

Apr 15, 2024
BUY
$82.13 - $89.46 $1.69 Million - $1.84 Million
20,608 New
20,608 $1.77 Billion

Others Institutions Holding QQQE

# of Institutions
241
Shares Held
8.58M
Call Options Held
74.7K
Put Options Held
204K
View Full List

About DIREXION NASDAQ-100 EQUAL WEIG

QQQE Quotes by TradingView
  • Ticker QQQE
  • Sector ETFs
  • Industry ETFs
More about QQQE
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