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 38,475 shares of AVDE stock, worth $2.52 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

38,475

Previous 31,545 21.97%

Holding current value

$2.52 Million

Previous $2.05 Billion 15.3%

% of portfolio

0.31%

Previous 0.26%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$60.9 - $66.69 $422,037 - $462,161	6,930 Added 21.97%	38,475 $2.36 Billion
Q3 2024 Oct 24, 2024	BUY	$60.09 - $67.67 $138,207 - $155,641	2,300 Added 7.86%	31,545 $2.05 Billion
Q2 2024 Jul 31, 2024	BUY	$61.17 - $65.29 $370,078 - $395,004	6,050 Added 26.08%	29,245 $1.82 Billion
Q1 2024 May 14, 2024	BUY	$58.3 - $63.83 $1.35 Million - $1.48 Million	23,195 New	23,195 $1.44 Billion

Others Institutions Holding AVDE

# of Institutions

428

Shares Held

81.2M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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