Cascade Financial Partners, LLC's ownership history for WFC

Cascade Financial Partners, LLC currently holds 5.9K shares with a market value of $490.4K. It started holding WFC on 2024-09-30. At its peak, it held 6.2K shares on 2025-03-31. Its highest holding value was $490.4K on 2025-09-30. At its lowest, it held 5.7K shares on 2024-09-30, with a value of $367.0K on 2024-09-30. In the recent 180 days, Cascade Financial Partners, LLC has decreased its shares by 300. In the recent year, Cascade Financial Partners, LLC has increased its shares by 188.