Cascade Financial Partners, LLC GLOBAL X FDS Transaction History

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025
Number of Shares
13,314
Previous 12,457 6.88%
Holding current value
$935 Million
Previous $751 Million 24.6%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 21, 2025
BUY
N/A
857 Added 6.88%
13,314 $935 Million
Q2 2025

Aug 07, 2025
BUY
N/A
7 Added 0.06%
12,457 $751 Million
Q1 2025

May 13, 2025
BUY
N/A
6,150 Added 97.62%
12,450 $580 Million
Q1 2024

May 14, 2024
BUY
N/A
6,300 New
6,300 $204 Million
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email