Cascade Financial Partners, LLC LLY Holdings History
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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