Cascade Financial Partners, LLC
Q4 2024 13F Holdings
Location
San Diego, CA
Holdings as of
12/31/2024
Value ($000)
$767,373
Num holdings
247
Date filed
2/7/2025
Form type
13F-HR
Prev filing
10/24/2024
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
2024 Q3
2024 Q2
2024 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type