Cascade Wealth Advisors, Inc
Position in IYRI — NEOS Real Estate High Income ETF
CIK 2018936
WENATCHEE, WA
All Filings in IYRI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IYRI | $6,047,397 | 127,879 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 IYRI | $5,188,098 | 106,751 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 IYRI | $635,035 | 12,565 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||