Number of Shares
118,321.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
0.56%
Total Estimate Gain
$787,201.66
% of Total Estimate Gain
16.84%

Cascade Financial Partners, LLC's Global X U.S. Infrastructure Development ETF Holding Summary

As of 2025-03-31, Cascade Financial Partners, LLC held 118,321.00 shares of Global X U.S. Infrastructure Development ETF(PAVE), totaling $4.46 Mil. This investment constitutes 0.56% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.06% of the outstanding Global X U.S. Infrastructure Development ETF(PAVE) stock.

The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 4 purchases of PAVE, at an average price of $39.50, for a total of 118,321.00 shares. Based on historical transaction data and PAVE's current price of $46.15, Cascade Financial Partners, LLC's estimated gain on his PAVE holdings is $787,201.66, reflecting a 16.84% gain to date.

Cascade Financial Partners, LLC PAVE ($46.15) Holding Chart

Cascade Financial Partners, LLC PAVE ($46.15) 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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