Cascade Financial Partners, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025
Number of Shares
5,382
Previous 3,750 43.52%
Holding current value
$387 Million
Previous $306 Million 26.61%
% of portfolio
0.05%
Previous 0.04%

Shares

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