Cascade Financial Partners, LLC CRANE COMPANY Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025
Number of Shares
3,170
Previous 3,370 5.93%
Holding current value
$486 Million
Previous $511 Million 5.05%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-200 Reduced 5.93%
3,170 $486 Million
Q4 2024

Feb 07, 2025
BUY
N/A
300 Added 9.77%
3,370 $511 Million
Q2 2024

Jul 31, 2024
BUY
N/A
250 Added 8.87%
3,070 $445 Million
Q1 2024

May 14, 2024
BUY
N/A
2,820 New
2,820 $380 Million
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