Cascade Financial Partners, LLC Sells in Q3 2024

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-209
- 0.34%
$60.13 - $68.17 $12.6K - $14.2K
60.7K $3.91B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-26
- 0.14%
$113.45 - $126.18 $2.95K - $3.28K
18.9K $2.41B
NEE
Nextera Energy Inc

Utilities
-1.96K
- 7.64%
$69.9 - $84.97 $137K - $167K
23.7K $1.98B
ITW
Illinois Tool Works Inc

Industrials
-25
- 0.24%
$233.14 - $263.97 $5.83K - $6.6K
10.5K $2.7B
GLD
Spdr Gold Trust

ETFs
-50
- 0.86%
$215.56 - $246.98 $10.8K - $12.3K
5.74K $1.46B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.39K
- 4.83%
$19.78 - $23.53 $126K - $150K
126K $2.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.09%
$517.38 - $573.86 $3.1K - $3.44K
6.6K $3.85B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.66K
- 0.81%
$49.13 - $54.55 $81.6K - $90.6K
203K $10.7B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.07K
- 4.13%
$191.76 - $263.26 $205K - $282K
24.9K $5.42B
AFL
Aflac Inc

Financial Services
-160
- 1.18%
$88.52 - $111.8 $14.2K - $17.9K
13.4K $1.51B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-440
- 2.67%
$147.95 - $191.05 $65.1K - $84.1K
16.1K $3.19B
META
Meta Platforms, Inc.

Communication Services
-236
- 3.08%
$453.41 - $572.44 $107K - $135K
7.42K $4.32B
VO
Vanguard Mid Cap ETF

ETFs
-348
- 1.42%
$237.84 - $263.83 $82.8K - $91.8K
24.1K $6.42B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.07K
- 0.63%
$36.02 - $41.68 $38.4K - $44.5K
169K $6.94B
BNL
Broadstone Net Lease, Inc.

Real Estate
-17.5K
- 4.43%
$15.64 - $18.95 $273K - $331K
377K $6.91B
VTI
Vanguard Total Stock Market Et

ETFs
-2.14K
- 3.28%
$255.18 - $283.2 $545K - $605K
62.9K $18.1B
VIG
Vanguard Dividend Appreciation

ETFs
-183
- 0.41%
$182.15 - $182.15 $33.3K - $33.3K
44.4K $8.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-280
- 1.61%
$405.19 - $478.57 $113K - $134K
17.1K $7.88B
PEP
Pepsico Inc

Consumer Defensive
-2K
- 1.37%
$161.9 - $179.3 $324K - $359K
144K $25.1B
NVDA
Nvidia Corp

Technology
-275
- 0.32%
$98.91 - $134.91 $27.2K - $37.1K
86.7K $12.5B
PKI
Perkinelmer Inc

Healthcare
-900
- 0.46%
N/A
194K $23.1B
AAPL
Apple Inc.

Technology
-1.8K
- 0.95%
$207.23 - $234.82 $372K - $422K
187K $44.1B
Activity Summary
Buys All Purchases 92 New Holdings 11 Increased Positions 81 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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