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 1,167 shares of AVIV stock, worth $63,099. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,167
Previous 1,078
8.26%
Holding current value
$63,099
Previous $56.5 Million
15.89%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVIV
# of Institutions
110Shares Held
6.35MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC1.05MShares$56.6 Million5.68% of portfolio
-
American Century Companies Inc Kansas City, MO930KShares$50.3 Million0.03% of portfolio
-
Atwood & Palmer Inc445KShares$24.1 Million1.61% of portfolio
-
Financial Advisory Service, Inc.260KShares$14.1 Million1.24% of portfolio
-
Life Planning Partners, Inc203KShares$11 Million0.08% of portfolio