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

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 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 16,484 shares of AVDV stock, worth $1.07 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,484
Previous 14,646 12.55%
Holding current value
$1.07 Million
Previous $951 Million 18.53%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
375
Shares Held
78.4M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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