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 42,909 shares of AVLV stock, worth $3.12 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

42,909

Previous 38,307 12.01%

Holding current value

$3.12 Million

Previous $2.61 Billion 18.66%

% of portfolio

0.36%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$68.33 - $72.69 $314,454 - $334,519	4,602 Added 12.01%	42,909 $3.1 Billion
Q2 2025 Aug 07, 2025	SELL	$56.85 - $68.21 $161,908 - $194,262	-2,848 Reduced 6.92%	38,307 $2.61 Billion
Q1 2025 May 13, 2025	BUY	$63.51 - $70.42 $1.1 Million - $1.22 Million	17,330 Added 72.74%	41,155 $2.68 Billion
Q4 2024 Feb 07, 2025	BUY	$65.51 - $71.22 $86,669 - $94,224	1,323 Added 5.88%	23,825 $1.59 Billion
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

401

Shares Held

108M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

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.

Account

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