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 1,130 shares of AVIV stock, worth $77,167. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,130
Previous 1,194 5.36%
Holding current value
$77,167
Previous $67.7 Million 3.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 05, 2025
SELL
$50.27 - $62.84 $3,217 - $4,021
-64 Reduced 5.36%
1,130 $70.3 Million
Q1 2025

Apr 21, 2025
BUY
$51.51 - $58.54 $1,390 - $1,580
27 Added 2.31%
1,194 $67.7 Million
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

# of Institutions
140
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
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