Cascade Financial Partners, LLC American Centy ETF Tr Avantis Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 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 14,646 shares of AVDV stock, worth $999,296. This represents 0.13% of its overall portfolio holdings.
Number of Shares
14,646
Previous 12,400
18.11%
Holding current value
$999,296
Previous $806 Million
17.98%
% of portfolio
0.13%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.15 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$545 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$407 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$176 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$161 Million9.46% of portfolio