Cascade Financial Partners »

Mortgage Reit Index real shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mortgage Reit Index real by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $346k 15k 22.82
2024-06-30 $359k 16k 22.16

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Mortgage Reit Index real

Morgan Stanley
Wells Fargo & Company
WNY Asset Management
Bank of America Corporation
Envestnet Asset Management
Citadel Advisors
Susquehanna International
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
VisionPoint Advisory Group
Man Group
LPL Financial
Mid-American Wealth Advisory Group
Paradigm Financial Partners
Barry Investment Advisors

View all funds holding Mortgage Reit Index real