Cascade Financial Partners, LLC's ownership history for UNH

Cascade Financial Partners, LLC currently holds 2.0K shares with a market value of $693.3K. It started holding UNH on 2024-09-30. At its peak, it held 2.0K shares on 2025-09-30. Its highest holding value was $693.3K on 2025-09-30. At its lowest, it held 808 shares on 2025-06-30, with a value of $252.1K on 2025-06-30. In the recent 180 days, Cascade Financial Partners, LLC has increased its shares by 1.1K. In the recent year, Cascade Financial Partners, LLC has increased its shares by 1.1K.