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 3,830 shares of AVDV stock, worth $257,950. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,830
Previous 3,295 16.24%
Holding current value
$257,950
Previous $233 Million 7.04%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$63.85 - $70.4 $34,159 - $37,664
535 Added 16.24%
3,830 $249 Million
Q2 2024

Aug 06, 2024
BUY
$63.81 - $68.36 $42,625 - $45,664
668 Added 25.43%
3,295 $214 Million
Q1 2024

May 01, 2024
BUY
$59.95 - $65.89 $24,639 - $27,080
411 Added 18.55%
2,627 $173 Million
Q4 2023

Feb 06, 2024
BUY
$54.34 - $62.7 $15,269 - $17,618
281 Added 14.52%
2,216 $138 Million
Q3 2023

Nov 14, 2023
BUY
$56.69 - $60.91 $47,676 - $51,225
841 Added 76.87%
1,935 $112 Million
Q2 2023

Aug 09, 2023
BUY
$56.07 - $60.13 $61,340 - $65,782
1,094 New
1,094 $63 Million

Others Institutions Holding AVDV

# of Institutions
388
Shares Held
82.3M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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