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 29,245 shares of AVDE stock, worth $1.9 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
29,245
Previous 23,195 26.08%
Holding current value
$1.9 Million
Previous $1.44 Billion 26.29%
% of portfolio
0.24%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
343
Shares Held
66.3M
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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