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 $2.51 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
53,764
Previous 49,464 8.69%
Holding current value
$2.51 Million
Previous $2.41 Billion 13.53%
% of portfolio
0.34%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$46.0 - $52.55 $197,800 - $225,965
4,300 Added 8.69%
53,764 $2.74 Billion
Q2 2024

Jul 31, 2024
BUY
$46.2 - $50.62 $663,201 - $726,650
14,355 Added 40.89%
49,464 $2.41 Billion
Q1 2024

May 14, 2024
BUY
$43.35 - $47.78 $1.52 Million - $1.68 Million
35,109 New
35,109 $1.65 Billion

Others Institutions Holding AVES

# of Institutions
112
Shares Held
6.62M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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