Cascade Financial Partners, LLC DOL Holdings History
Cascade Financial Partners, LLC's WisdomTree International LargeCap Dividend Index Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 216,164.00 shares of WisdomTree International LargeCap Dividend Index(DOL), totaling $11.90 Mil. This investment constitutes 1.5% of their stock portfolio, and Cascade Financial Partners, LLC now holds 2.16% of the outstanding WisdomTree International LargeCap Dividend Index(DOL) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 1 purchases of DOL, at an average price of $50.05, for a total of 220,840.00 shares. In addition, there have been 2 sales at an average price of $51.71 for 4,676.00 shares. Based on historical transaction data and DOL's current price of $61.28, Cascade Financial Partners, LLC's estimated gain on his DOL holdings is $2.44 Mil, reflecting a 22.04% gain to date.
Cascade Financial Partners, LLC DOL ($61.28) Holding Chart
Cascade Financial Partners, LLC DOL ($61.28) 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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