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 $1.35 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,505
Previous 16,484
18.33%
Holding current value
$1.35 Million
Previous $1.13 Billion
12.59%
% of portfolio
0.17%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
422Shares Held
77.9MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$682 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$664 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$407 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$216 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$178 Million1.87% of portfolio