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 81 shares of AVUS stock, worth $7,569. This represents 0.0% of its overall portfolio holdings.
Number of Shares
81
Previous 81
-0.0%
Holding current value
$7,569
Previous $7.71 Million
1.87%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
457Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.86 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$333 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$302 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$284 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$211 Million9.89% of portfolio