Cascade Financial Partners, LLC AIRR Holdings History
Cascade Financial Partners, LLC's First Trust RBA American Industrial Renaissance ET Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 44,855.00 shares of First Trust RBA American Industrial Renaissance ET(AIRR), totaling $3.06 Mil. This investment constitutes 0.39% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.1% of the outstanding First Trust RBA American Industrial Renaissance ET(AIRR) stock.
The initial trade took place in 2024Q4. And since then Cascade Financial Partners, LLC has made 2 purchases of AIRR, at an average price of $75.52, for a total of 44,855.00 shares. Based on historical transaction data and AIRR's current price of $85.81, Cascade Financial Partners, LLC's estimated gain on his AIRR holdings is $461,427.40, reflecting a 13.62% gain to date.
Cascade Financial Partners, LLC AIRR ($85.81) Holding Chart
Cascade Financial Partners, LLC AIRR ($85.81) 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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