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 24,707 shares of AVUV stock, worth $2.59 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
24,707
Previous 21,616 14.3%
Holding current value
$2.59 Million
Previous $1.94 Billion 22.25%
% of portfolio
0.3%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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