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
Others Institutions Holding AVES
# of Institutions
100Shares Held
6.01MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$37.2 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$34.4 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$25.9 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$14.8 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.9 Million0.07% of portfolio