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
Others Institutions Holding AVDE
# of Institutions
343Shares Held
66.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$308 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$289 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$282 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$160 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$153 Million0.23% of portfolio