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

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

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 80,067 shares of AVLV stock, worth $5 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

80,067

Previous 77,466 3.36%

Holding current value

$5 Million

Previous $5.17 Billion 0.94%

% of portfolio

1.26%

Previous 1.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$63.51 - $70.42 $165,189 - $183,162	2,601 Added 3.36%	80,067 $5.22 Billion
Q4 2024 Feb 04, 2025	SELL	$65.51 - $71.22 $30,265 - $32,903	-462 Reduced 0.59%	77,466 $5.17 Billion
Q3 2024 Nov 12, 2024	BUY	$60.05 - $65.83 $342,885 - $375,889	5,710 Added 7.91%	77,928 $5.13 Billion
Q2 2024 Aug 06, 2024	BUY	$60.74 - $64.14 $401,734 - $424,221	6,614 Added 10.08%	72,218 $4.54 Billion
Q1 2024 May 01, 2024	BUY	$56.46 - $64.26 $155,716 - $177,229	2,758 Added 4.39%	65,604 $4.22 Billion
Q4 2023 Feb 06, 2024	BUY	$49.96 - $58.08 $3.09 Million - $3.6 Million	61,913 Added 6635.91%	62,846 $3.63 Billion
Q3 2023 Nov 14, 2023	BUY	$52.22 - $56.04 $48,721 - $52,285	933 New	933 $49.2 Million

Others Institutions Holding AVLV

# of Institutions

361

Shares Held

68.4M

Call Options Held

Put Options Held

100

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 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.

Account

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