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

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 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 149,276 shares of SPYI stock, worth $0. This represents 5.13% of its overall portfolio holdings.

Number of Shares
149,276
Previous 122,391 21.97%
Holding current value
$0
Previous $6.27 Billion 20.99%
% of portfolio
5.13%
Previous 4.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
168
Shares Held
8.39M
Call Options Held
52.3K
Put Options Held
30.2K
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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