Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASCADE FINANCIAL PARTNERS LLC | 05-14-2024 | 03-31-2024 | 224 | 694,081,094 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 151 | $390,431 | 889 | 0.00 | 889 | +Inf | 03-31-2024 | |
| ABBVIE INC | COM | 152 | $383,792 | 2,365 | 0.00 | 2,365 | +Inf | 03-31-2024 | |
| BANK AMERICA CORP | COM | 153 | $383,664 | 10,720 | 0.00 | 10,720 | +Inf | 03-31-2024 | |
| CRANE COMPANY | COMMON STOCK | 154 | $380,277 | 2,820 | 0.00 | 2,820 | +Inf | 03-31-2024 |
