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

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 3,295 shares of AVDV stock, worth $222,050. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,295
Previous 2,627 25.43%
Holding current value
$222,050
Previous $173 Million 23.7%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
364
Shares Held
77M
Call Options Held
100
Put Options Held
500
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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