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 30,950 shares of AVUV stock, worth $3.04 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

30,950

Previous 24,707 25.27%

Holding current value

$3.04 Million

Previous $2.37 Billion 26.01%

% of portfolio

0.39%

Previous 0.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

828

Shares Held

110M

Call Options Held

7.5K

Put Options Held

13K

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