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 23,825 shares of AVLV stock, worth $1.49 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
23,825
Previous 22,502 5.88%
Holding current value
$1.49 Million
Previous $1.5 Billion 5.91%
% of portfolio
0.21%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$65.51 - $71.22 $86,669 - $94,224
1,323 Added 5.88%
23,825 $1.59 Billion
Q3 2024

Oct 24, 2024
BUY
$60.05 - $65.83 $420,350 - $460,810
7,000 Added 45.16%
22,502 $1.5 Billion
Q2 2024

Jul 31, 2024
BUY
$60.74 - $64.14 $121,480 - $128,280
2,000 Added 14.81%
15,502 $974 Million
Q1 2024

May 14, 2024
BUY
$56.46 - $64.26 $762,322 - $867,638
13,502 New
13,502 $841 Million

Others Institutions Holding AVLV

# of Institutions
364
Shares Held
75.4M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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