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 49,464 shares of AVES stock, worth $2.42 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
49,464
Previous 35,109 40.89%
Holding current value
$2.42 Million
Previous $1.65 Billion 46.1%
% of portfolio
0.32%
Previous 0.24%

Shares

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

Jul 31, 2024
BUY
$46.2 - $50.62 $663,201 - $726,650
14,355 Added 40.89%
49,464 $2.41 Billion
Q1 2024

May 14, 2024
BUY
$43.35 - $47.78 $1.52 Million - $1.68 Million
35,109 New
35,109 $1.65 Billion

Others Institutions Holding AVES

# of Institutions
100
Shares Held
6.01M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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