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

Cascade Financial Partners, LLC

$872 Billion
Q3 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 36,435 shares of AVDV stock, worth $3.25 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

36,435

Previous 34,483 5.66%

Holding current value

$3.25 Million

Previous $2.73 Billion 18.66%

% of portfolio

0.37%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$79.24 - $89.03 $154,676 - $173,786	1,952 Added 5.66%	36,435 $3.24 Billion
Q2 2025 Aug 07, 2025	BUY	$61.76 - $79.32 $275,449 - $353,767	4,460 Added 14.86%	34,483 $2.73 Billion
Q1 2025 May 13, 2025	BUY	$63.74 - $71.96 $670,417 - $756,875	10,518 Added 53.92%	30,023 $2.09 Billion
Q4 2024 Feb 07, 2025	BUY	$63.85 - $70.4 $192,890 - $212,678	3,021 Added 18.33%	19,505 $1.27 Billion
Q3 2024 Oct 24, 2024	BUY	$62.52 - $71.12 $114,911 - $130,718	1,838 Added 12.55%	16,484 $1.13 Billion
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

520

Shares Held

102M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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