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

Cascade Financial Partners, LLC

$793 Billion
Q1 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 76,140 shares of AVES stock, worth $3.9 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

76,140

Previous 56,498 34.77%

Holding current value

$3.9 Million

Previous $2.61 Billion 37.57%

% of portfolio

0.45%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$44.71 - $48.65 $878,193 - $955,583	19,642 Added 34.77%	76,140 $3.59 Billion
Q4 2024 Feb 07, 2025	BUY	$46.2 - $53.09 $126,310 - $145,148	2,734 Added 5.09%	56,498 $2.61 Billion
Q3 2024 Oct 24, 2024	BUY	$46.0 - $52.55 $197,800 - $225,965	4,300 Added 8.69%	53,764 $2.74 Billion
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

129

Shares Held

9.27M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

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