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 $1.37 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
19,505
Previous 16,484 18.33%
Holding current value
$1.37 Million
Previous $1.13 Billion 12.59%
% of portfolio
0.17%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
433
Shares Held
78.5M
Call Options Held
200
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email