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

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 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 69,578 shares of AVEM stock, worth $4.91 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
69,578
Previous 68,193 2.03%
Holding current value
$4.91 Million
Previous $4.1 Billion 16.22%
% of portfolio
1.11%
Previous 0.99%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$53.08 - $68.54 $73,515 - $94,927
1,385 Added 2.03%
69,578 $4.77 Billion
Q1 2025

Apr 21, 2025
BUY
$57.11 - $62.4 $72,015 - $78,686
1,261 Added 1.88%
68,193 $4.1 Billion
Q4 2024

Feb 04, 2025
SELL
$58.59 - $66.14 $37,849 - $42,726
-646 Reduced 0.96%
66,932 $3.93 Billion
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
611
Shares Held
136M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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