Cascade Financial Partners, LLC American Centy ETF Tr Avantis Transaction History
Cascade Financial Partners, LLC
- $832 Billion
- Q2 2025
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 37,323 shares of AVDE stock, worth $2.83 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
37,323
Previous 37,323
-0.0%
Holding current value
$2.83 Million
Previous $2.47 Billion
11.68%
% of portfolio
0.33%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
503Shares Held
84MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$359 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$295 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$193 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$180 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$178 Million5.71% of portfolio