Cascade Financial Partners, LLC

Q2 2024 13F Holdings

Location
San Diego, CA
Holdings as of
6/30/2024
Value ($000)
$760,642
Num holdings
233
Date filed
7/31/2024
Form type
13F-HR
Prev filing
5/14/2024
Next filing
10/24/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type