Cascade Wealth Advisors, Inc Vanguard Russell 1000 Growth E Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 69,691 shares of VONG stock, worth $7.35 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
69,691
Previous 70,826
1.6%
Holding current value
$7.35 Million
Previous $6.38 Billion
5.41%
% of portfolio
4.81%
Previous 4.72%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
667Shares Held
141MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.19 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.1 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$657 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$546 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$492 Million1.35% of portfolio