Cascade Financial Partners, LLC AIQ Holdings History
Cascade Financial Partners, LLC's GLOBAL X FDS Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 68,070.00 shares of GLOBAL X FDS(AIQ), totaling $2.48 Mil. This investment constitutes 0.31% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.09% of the outstanding GLOBAL X FDS(AIQ) stock.
The initial trade took place in 2025Q1. And since then Cascade Financial Partners, LLC has made 1 purchases of AIQ, at an average price of $39.39, for a total of 68,070.00 shares. Based on historical transaction data and AIQ's current price of $44.77, Cascade Financial Partners, LLC's estimated gain on his AIQ holdings is $366,216.60, reflecting a 13.66% gain to date.
Cascade Financial Partners, LLC AIQ ($44.77) Holding Chart
Cascade Financial Partners, LLC AIQ ($44.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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