Cascade Financial Partners, LLC American Centy ETF Tr Avantis Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 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 31,545 shares of AVDE stock, worth $1.99 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
31,545
Previous 29,245 7.86%
Holding current value
$1.99 Million
Previous $1.82 Billion 12.47%
% of portfolio
0.26%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$60.09 - $67.67 $138,207 - $155,641
2,300 Added 7.86%
31,545 $2.05 Billion
Q2 2024

Jul 31, 2024
BUY
$61.17 - $65.29 $370,078 - $395,004
6,050 Added 26.08%
29,245 $1.82 Billion
Q1 2024

May 14, 2024
BUY
$58.3 - $63.83 $1.35 Million - $1.48 Million
23,195 New
23,195 $1.44 Billion

Others Institutions Holding AVDE

# of Institutions
359
Shares Held
67M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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