Cascade Financial Partners, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025
Number of Shares
5,086
Previous 4,744 7.21%
Holding current value
$508 Million
Previous $446 Million 13.85%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 21, 2025
BUY
N/A
342 Added 7.21%
5,086 $508 Million
Q2 2025

Aug 07, 2025
SELL
N/A
-638 Reduced 11.85%
4,744 $446 Million
Q1 2025

May 13, 2025
BUY
N/A
1,632 Added 43.52%
5,382 $387 Million
Q4 2024

Feb 07, 2025
SELL
N/A
-550 Reduced 12.79%
3,750 $306 Million
Q3 2024

Oct 24, 2024
BUY
N/A
4,300 New
4,300 $254 Million
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