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 29,333 shares of AVUV stock, worth $2.79 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
29,333
Previous 28,758 2.0%
Holding current value
$2.79 Million
Previous $2.78 Billion 7.89%
% of portfolio
0.62%
Previous 0.69%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$84.95 - $100.62 $48,846 - $57,856
575 Added 2.0%
29,333 $2.56 Billion
Q4 2024

Feb 04, 2025
BUY
$94.37 - $106.41 $13,211 - $14,897
140 Added 0.49%
28,758 $2.78 Billion
Q3 2024

Nov 12, 2024
SELL
$88.24 - $99.7 $407,668 - $460,614
-4,620 Reduced 13.9%
28,618 $2.75 Billion
Q2 2024

Aug 06, 2024
BUY
$86.93 - $93.77 $205,415 - $221,578
2,363 Added 7.65%
33,238 $2.98 Billion
Q1 2024

May 01, 2024
BUY
$84.87 - $93.71 $344,317 - $380,181
4,057 Added 15.13%
30,875 $2.89 Billion
Q4 2023

Feb 06, 2024
BUY
$73.38 - $91.25 $1.91 Million - $2.38 Million
26,066 Added 3466.22%
26,818 $2.41 Billion
Q3 2023

Nov 14, 2023
BUY
$75.9 - $84.23 $46,906 - $52,054
618 Added 461.19%
752 $58.6 Million
Q2 2023

Aug 09, 2023
BUY
$69.33 - $77.71 $9,290 - $10,413
134 New
134 $10.4 Million

Others Institutions Holding AVUV

# of Institutions
869
Shares Held
120M
Call Options Held
20.2K
Put Options Held
10.8K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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