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 15,502 shares of AVLV stock, worth $978,331. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,502
Previous 13,502
14.81%
Holding current value
$978,331
Previous $841 Million
15.83%
% of portfolio
0.13%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
255Shares Held
49.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$440 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$124 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$122 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$108 Million3.07% of portfolio
-
Comerica Bank1.67MShares$106 Million0.44% of portfolio