Number of Shares
859
Previous 843 1.9%
Holding current value
$359 Million
Previous $406 Million 11.48%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
N/A
16 Added 1.9%
859 $359 Million
Q3 2024

Oct 24, 2024

BUY
N/A
96 Added 12.85%
843 $406 Million
Q1 2024

May 14, 2024

BUY
N/A
747 New
747 $334 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.