Cascade Financial Partners, LLC's ownership history for ITOT

Cascade Financial Partners, LLC currently holds 17.9K shares with a market value of $2.7M. It started holding ITOT on 2024-09-30. At its peak, it held 19.5K shares on 2025-09-30. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 17.9K shares on 2025-12-31, with a value of $2.4M on 2025-03-31. In the recent 180 days, Cascade Financial Partners, LLC has decreased its shares by 1.6K. In the recent year, Cascade Financial Partners, LLC has decreased its shares by 1.6K.