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

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

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 36,623 shares of AVDE stock, worth $2.94 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

36,623

Previous 37,323 1.88%

Holding current value

$2.94 Million

Previous $2.76 Billion 4.61%

% of portfolio

0.33%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$73.24 - $79.04 $51,268 - $55,328	-700 Reduced 1.88%	36,623 $2.89 Billion
Q1 2025 May 13, 2025	SELL	$60.63 - $68.55 $69,845 - $78,969	-1,152 Reduced 2.99%	37,323 $2.47 Billion
Q4 2024 Feb 07, 2025	BUY	$60.9 - $66.69 $422,037 - $462,161	6,930 Added 21.97%	38,475 $2.36 Billion
Q3 2024 Oct 24, 2024	BUY	$60.09 - $67.67 $138,207 - $155,641	2,300 Added 7.86%	31,545 $2.05 Billion
Q2 2024 Jul 31, 2024	BUY	$61.17 - $65.29 $370,078 - $395,004	6,050 Added 26.08%	29,245 $1.82 Billion

Q1 2024 May 14, 2024	BUY	$58.3 - $63.83 $1.35 Million - $1.48 Million	23,195 New	23,195 $1.44 Billion

Others Institutions Holding AVDE

# of Institutions

547

Shares Held

110M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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