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National Bankshares shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of National Bankshares (NKSH) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in National Bankshares

Tip: Access up to 7 years of quarterly data

All positions including National Bankshares held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Bankshares by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 11k 29.05

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Cascade Wealth Advisors

Top funds holding National Bankshares

BlackRock
Vanguard Group
rhino investment partners
Geode Capital Management
Brandes Investment Partners
Dimensional Fund Advisors
Northern Trust
Rbf Capital
Acadian Asset Management
LPL Financial
HPM Partners
Bank of New York Mellon
Taylor Hoffman Wealth Management
Charles Schwab Investment Management
Marotta Asset Management

View all funds holding National Bankshares