Cascade Wealth Advisors, Inc NEOS ETF TRUST Transaction History

Cascade Wealth Advisors, Inc

  • $203 Billion
  • Q3 2025
Number of Shares
158,168
Previous 229,341 31.03%
Holding current value
$8.73 Billion
Previous $12.3 Billion 28.79%
% of portfolio
4.3%
Previous 6.93%

Shares

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

Nov 12, 2025
SELL
N/A
-71,173 Reduced 31.03%
158,168 $8.73 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
199,713 Added 674.07%
229,341 $12.3 Billion
Q1 2025

May 09, 2025
BUY
N/A
29,628 New
29,628 $1.38 Billion
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