Cascade Wealth Advisors, Inc SPYI Holdings History
Cascade Wealth Advisors, Inc's NEOS S&P 500 High Income ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 266,248.00 shares of NEOS S&P 500 High Income ETF(SPYI), totaling $12.34 Mil. This investment constitutes 8.53% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0.39% of the outstanding NEOS S&P 500 High Income ETF(SPYI) stock.
The initial trade took place in 2024Q1. And since then Cascade Wealth Advisors, Inc has made 3 purchases of SPYI, at an average price of $50.16, for a total of 266,758.00 shares. In addition, there have been 1 sales at an average price of $50.32 for 510.00 shares. Based on historical transaction data and SPYI's current price of $50.46, Cascade Wealth Advisors, Inc's estimated gain on his SPYI holdings is $79,307.83, reflecting a 0.59% gain to date.
Cascade Wealth Advisors, Inc SPYI ($50.46) Holding Chart
Cascade Wealth Advisors, Inc SPYI ($50.46) 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 % | |||
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