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

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 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 22,502 shares of AVLV stock, worth $1.57 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,502
Previous 15,502 45.16%
Holding current value
$1.57 Million
Previous $974 Million 54.19%
% of portfolio
0.19%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$60.05 - $65.83 $420,350 - $460,810
7,000 Added 45.16%
22,502 $1.5 Billion
Q2 2024

Jul 31, 2024
BUY
$60.74 - $64.14 $121,480 - $128,280
2,000 Added 14.81%
15,502 $974 Million
Q1 2024

May 14, 2024
BUY
$56.46 - $64.26 $762,322 - $867,638
13,502 New
13,502 $841 Million

Others Institutions Holding AVLV

# of Institutions
294
Shares Held
57.7M
Call Options Held
100
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email