Cascade Wealth Advisors, Inc QQQI Holdings History
Cascade Wealth Advisors, Inc's NEOS Nasdaq 100 High Income ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 29,628.00 shares of NEOS Nasdaq 100 High Income ETF(QQQI), totaling $1.38 Mil. This investment constitutes 0.95% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0.11% of the outstanding NEOS Nasdaq 100 High Income ETF(QQQI) stock.
The initial trade took place in 2025Q1. And since then Cascade Wealth Advisors, Inc has made 1 purchases of QQQI, at an average price of $51.63, for a total of 29,628.00 shares. Based on historical transaction data and QQQI's current price of $52.88, Cascade Wealth Advisors, Inc's estimated gain on his QQQI holdings is $37,035.00, reflecting a 2.42% gain to date.
Cascade Wealth Advisors, Inc QQQI ($52.88) Holding Chart
Cascade Wealth Advisors, Inc QQQI ($52.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
