Cascade Financial Partners, LLC's ownership history for SOXX

Cascade Financial Partners, LLC currently holds 1.0K shares with a market value of $271.1K. It started holding SOXX on 2024-09-30. At its peak, it held 1.0K shares on 2024-09-30. Its highest holding value was $271.1K on 2025-09-30. At its lowest, it held 1.0K shares on 2024-09-30, with a value of $215.5K on 2024-12-31. In the recent 180 days, Cascade Financial Partners, LLC has increased its shares by 0.