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 14,646 shares of AVDV stock, worth $992,266. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,646
Previous 12,400 18.11%
Holding current value
$992,266
Previous $806 Million 17.98%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$63.81 - $68.36 $143,317 - $153,536
2,246 Added 18.11%
14,646 $951 Million
Q1 2024

May 14, 2024
BUY
$59.95 - $65.89 $743,380 - $817,036
12,400 New
12,400 $806 Million

Others Institutions Holding AVDV

# of Institutions
342
Shares Held
74.7M
Call Options Held
100
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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