Cascade Financial Partners, LLC's ownership history for PEP

Cascade Financial Partners, LLC currently holds 147.4K shares with a market value of $20.7M. It started holding PEP on 2024-09-30. At its peak, it held 149.4K shares on 2025-06-30. Its highest holding value was $25.1M on 2024-09-30. At its lowest, it held 143.2K shares on 2024-12-31, with a value of $19.7M on 2025-06-30. In the recent 180 days, Cascade Financial Partners, LLC has decreased its shares by 1.9K. In the recent year, Cascade Financial Partners, LLC has increased its shares by 3.2K.