Cascade Financial Partners, LLC

Q1 2024 13F Holdings

Location
San Diego, CA
Holdings as of
3/31/2024
Value ($000)
$694,081
Num holdings
224
Date filed
5/14/2024
Form type
13F-HR
Prev filing
Next filing
7/31/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type