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

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 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 67,578 shares of AVEM stock, worth $4.11 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

67,578

Previous 65,308 3.48%

Holding current value

$4.11 Million

Previous $3.99 Billion 9.42%

% of portfolio

1.03%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$57.2 - $65.59 $129,844 - $148,889	2,270 Added 3.48%	67,578 $4.37 Billion
Q2 2024 Aug 06, 2024	BUY	$56.42 - $62.42 $110,696 - $122,468	1,962 Added 3.1%	65,308 $3.99 Billion
Q1 2024 May 01, 2024	BUY	$53.02 - $58.54 $205,505 - $226,901	3,876 Added 6.52%	63,346 $3.67 Billion
Q4 2023 Feb 06, 2024	BUY	$51.0 - $56.39 $228,684 - $252,852	4,484 Added 8.15%	59,470 $3.35 Billion
Q3 2023 Nov 14, 2023	BUY	$52.44 - $57.3 $161,620 - $176,598	3,082 Added 5.94%	54,986 $2.9 Billion
Q2 2023 Aug 09, 2023	BUY	$51.46 - $55.92 $2.67 Million - $2.9 Million	51,904 New	51,904 $2.79 Billion

Others Institutions Holding AVEM

# of Institutions

468

Shares Held

99.3M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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