Cascade Financial Partners, LLC American Centy ETF Tr Avantis Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 19,505 shares of AVDV stock, worth $1.34 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

19,505

Previous 16,484 18.33%

Holding current value

$1.34 Million

Previous $1.13 Billion 12.59%

% of portfolio

0.17%

Previous 0.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$63.85 - $70.4 $192,890 - $212,678	3,021 Added 18.33%	19,505 $1.27 Billion
Q3 2024 Oct 24, 2024	BUY	$62.52 - $71.12 $114,911 - $130,718	1,838 Added 12.55%	16,484 $1.13 Billion
Q2 2024 Jul 31, 2024	BUY	$63.81 - $68.36 $143,317 - $153,536	2,246 Added 18.11%	14,646 $951 Million
Q1 2024 May 14, 2024	BUY	$59.95 - $65.89 $743,380 - $817,036	12,400 New	12,400 $806 Million

Others Institutions Holding AVDV

# of Institutions

422

Shares Held

77.9M

Call Options Held

200

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Account

Cascade Financial Partners, LLC American Centy ETF Tr Avantis Transaction History