Cascade Financial Partners, LLC

CIK
0002021208
City
SAN DIEGO
State / Country
CA

Holdings in BNL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $6,278,490 361,456
2025-09-30 $6,373,514 356,660
2025-06-30 $5,958,739 371,261
2025-03-31 $6,396,390 375,375
2024-12-31 $5,707,506 359,868
2024-09-30 $7,140,435 376,804
2024-06-30 $6,257,049 394,269
2024-03-31 $6,485,123 413,856