Cascade Financial Partners, LLC Invesco S&P Smallcap Health Ca Transaction History

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Invesco S&P Smallcap Health Ca stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 11,689 shares of PSCH stock, worth $493,743. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,689
Previous 14,409 18.88%
Holding current value
$493,743
Previous $577 Million 15.77%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$37.67 - $41.83 $102,462 - $113,777
-2,720 Reduced 18.88%
11,689 $486 Million
Q2 2025

Aug 07, 2025
SELL
$37.76 - $42.79 $5,701 - $6,461
-151 Reduced 1.04%
14,409 $577 Million
Q1 2025

May 13, 2025
SELL
$41.0 - $48.93 $194,750 - $232,417
-4,750 Reduced 24.6%
14,560 $630 Million
Q4 2024

Feb 07, 2025
SELL
$43.36 - $48.87 $10,840 - $12,217
-250 Reduced 1.28%
19,310 $855 Million
Q2 2024

Jul 31, 2024
SELL
$40.05 - $43.7 $31,719 - $34,610
-792 Reduced 3.89%
19,560 $833 Million
Q1 2024

May 14, 2024
BUY
$40.85 - $43.83 $831,379 - $892,028
20,352 New
20,352 $843 Million

Others Institutions Holding PSCH

# of Institutions
78
Shares Held
742K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP HEALTH CA

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