Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 65,308 shares of AVEM stock, worth $4.1 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
65,308
Previous 63,346 3.1%
Holding current value
$4.1 Million
Previous $3.67 Billion 8.66%
% of portfolio
1.0%
Previous 0.92%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$56.42 - $62.42 $110,696 - $122,468
1,962 Added 3.1%
65,308 $3.99 Billion
Q1 2024

May 01, 2024
BUY
$53.02 - $58.54 $205,505 - $226,901
3,876 Added 6.52%
63,346 $3.67 Billion
Q4 2023

Feb 06, 2024
BUY
$51.0 - $56.39 $228,684 - $252,852
4,484 Added 8.15%
59,470 $3.35 Billion
Q3 2023

Nov 14, 2023
BUY
$52.44 - $57.3 $161,620 - $176,598
3,082 Added 5.94%
54,986 $2.9 Billion
Q2 2023

Aug 09, 2023
BUY
$51.46 - $55.92 $2.67 Million - $2.9 Million
51,904 New
51,904 $2.79 Billion

Others Institutions Holding AVEM

# of Institutions
455
Shares Held
95.1M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email