Number of Shares
234,986.00
Current Holdings Value*
$194.08 Mil
% of Portfolio
24.47%
Total Estimate Gain
$20.33 Mil
% of Total Estimate Gain
12.15%

Cascade Financial Partners, LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, Cascade Financial Partners, LLC held 234,986.00 shares of Eli Lilly and Co(LLY), totaling $194.08 Mil. This investment constitutes 24.47% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.03% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 4 purchases of LLY, at an average price of $712.35, for a total of 234,986.00 shares. Based on historical transaction data and LLY's current price of $798.89, Cascade Financial Partners, LLC's estimated gain on his LLY holdings is $20.33 Mil, reflecting a 12.15% gain to date.

Cascade Financial Partners, LLC LLY ($798.89) Holding Chart

Cascade Financial Partners, LLC LLY ($798.89) 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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