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 21,616 shares of AVUV stock, worth $2.01 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
21,616
Previous 17,625
22.64%
Holding current value
$2.01 Million
Previous $1.57 Billion
23.83%
% of portfolio
0.25%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$539 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$340 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$316 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$254 Million15.17% of portfolio