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 53,764 shares of AVES stock, worth $2.71 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
53,764
Previous 49,464
8.69%
Holding current value
$2.71 Million
Previous $2.41 Billion
13.53%
% of portfolio
0.34%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
107Shares Held
6.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$38.3 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$35.5 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$26.7 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$15.2 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13.3 Million0.07% of portfolio