Cascade Financial Partners, LLC American Centy ETF Tr Avantis Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 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 30,950 shares of AVUV stock, worth $2.56 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
30,950
Previous 24,707
25.27%
Holding current value
$2.56 Million
Previous $2.37 Billion
26.01%
% of portfolio
0.39%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$661 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$343 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$223 Million15.25% of portfolio