Cascade Wealth Advisors, Inc BLACKROCK ETF TRUST II Transaction History

Cascade Wealth Advisors, Inc

  • $203 Billion
  • Q3 2025
Number of Shares
190,491
Previous 139,689 36.37%
Holding current value
$9.87 Billion
Previous $7.23 Billion 36.51%
% of portfolio
4.86%
Previous 4.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
50,802 Added 36.37%
190,491 $9.87 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
35,779 Added 34.43%
139,689 $7.23 Billion
Q1 2025

May 09, 2025
BUY
N/A
103,910 New
103,910 $5.34 Billion
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