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

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

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 48,102 shares of AVUV stock, worth $4.69 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

48,102

Previous 44,467 8.17%

Holding current value

$4.69 Million

Previous $4.05 Billion 18.19%

% of portfolio

0.55%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$90.37 - $102.12 $328,494 - $371,206	3,635 Added 8.17%	48,102 $4.79 Billion
Q2 2025 Aug 07, 2025	SELL	$75.17 - $91.21 $233,628 - $283,480	-3,108 Reduced 6.53%	44,467 $4.05 Billion
Q1 2025 May 13, 2025	BUY	$84.95 - $100.62 $1.41 Million - $1.67 Million	16,625 Added 53.72%	47,575 $4.15 Billion
Q4 2024 Feb 07, 2025	BUY	$94.37 - $106.41 $589,151 - $664,317	6,243 Added 25.27%	30,950 $2.99 Billion
Q3 2024 Oct 24, 2024	BUY	$88.24 - $99.7 $272,749 - $308,172	3,091 Added 14.3%	24,707 $2.37 Billion

Q2 2024 Jul 31, 2024	BUY	$86.93 - $93.77 $346,937 - $374,236	3,991 Added 22.64%	21,616 $1.94 Billion
Q1 2024 May 14, 2024	BUY	$84.87 - $93.71 $1.5 Million - $1.65 Million	17,625 New	17,625 $1.57 Billion

Others Institutions Holding AVUV

# of Institutions

961

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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