Cascade Wealth Advisors, Inc Vanguard Specialized Funds Van Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 4,190 shares of VNQ stock, worth $383,971. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,190
Previous 4,678
10.43%
Holding current value
$383,971
Previous $456 Million
18.1%
% of portfolio
0.25%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio