Cascade Financial Partners, LLC's ownership history for DOL

Cascade Financial Partners, LLC currently holds 269.6K shares with a market value of $18.3M. It started holding DOL on 2024-09-30. At its peak, it held 269.6K shares on 2026-03-31. Its highest holding value was $18.3M on 2026-03-31. At its lowest, it held 200.0K shares on 2024-12-31, with a value of $9.9M on 2024-12-31. In the recent 180 days, Cascade Financial Partners, LLC has increased its shares by 45.8K. In the recent year, Cascade Financial Partners, LLC has increased its shares by 53.4K.