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
Quarter Operation Price Per share shares change shares Held SEC Form
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
348
Shares Held
65.3M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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