Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 77,466 shares of AVLV stock, worth $5 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
77,466
Previous 77,928
0.59%
Holding current value
$5 Million
Previous $5.13 Billion
0.83%
% of portfolio
1.28%
Previous 1.22%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
348Shares Held
65.3MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$497 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$127 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$123 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$121 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$114 Million0.1% of portfolio