Cascade Financial Partners, LLC's ownership history for XLRE

Cascade Financial Partners, LLC currently holds 16.3K shares with a market value of $663.8K. It started holding XLRE on 2024-09-30. At its peak, it held 24.7K shares on 2024-12-31. Its highest holding value was $1.0M on 2024-12-31. At its lowest, it held 15.3K shares on 2025-12-31, with a value of $616.8K on 2025-12-31. 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 decreased its shares by 3.9K.