Cascade Financial Partners, LLC's ownership history for DOL

Cascade Financial Partners, LLC currently holds 223.7K shares with a market value of $13.9M. It started holding DOL on 2024-09-30. At its peak, it held 223.7K shares on 2025-09-30. Its highest holding value was $13.9M on 2025-09-30. 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 7.6K. In the recent year, Cascade Financial Partners, LLC has increased its shares by 20.7K.