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 1,167 shares of AVIV stock, worth $60,824. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,167
Previous 1,078 8.26%
Holding current value
$60,824
Previous $56.5 Million 15.89%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$50.37 - $56.43 $4,482 - $5,022
89 Added 8.26%
1,167 $65.5 Million
Q2 2024

Aug 06, 2024

BUY
$52.26 - $55.37 $14,580 - $15,448
279 Added 34.92%
1,078 $56.5 Million
Q4 2023

Feb 06, 2024

BUY
$45.8 - $51.67 $36,594 - $41,284
799 New
799 $41.1 Million

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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