Number of Shares
12,450
Previous 6,300 97.62%
Holding current value
$580 Million
Previous $236 Million 145.9%
% of portfolio
0.07%
Previous 0.03%

Shares

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

May 13, 2025

BUY
N/A
6,150 Added 97.62%
12,450 $580 Million
Q1 2024

May 14, 2024

BUY
N/A
6,300 New
6,300 $204 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.