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 $263,848. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,830
Previous 3,295
16.24%
Holding current value
$263,848
Previous $233 Million
7.04%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
416Shares Held
76.4MCall Options Held
0Put Options Held
200-
Savant Capital, LLC9.88MShares$681 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$663 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$406 Million0.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$178 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$173 Million4.07% of portfolio