Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 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 799 shares of AVIV stock, worth $42,227. This represents 0.01% of its overall portfolio holdings.
Number of Shares
799
Previous 799
-0.0%
Holding current value
$42,227
Previous $41.1 Million
5.05%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AVIV
# of Institutions
92Shares Held
4.02MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO659KShares$34.8 Million0.02% of portfolio
-
Atwood & Palmer Inc397KShares$21 Million1.65% of portfolio
-
Financial Advisory Service, Inc.250KShares$13.2 Million1.26% of portfolio
-
Websterrogers Financial Advisors, LLC188KShares$9.94 Million3.72% of portfolio
-
Allegiance Financial Group Advisory Services LLC Vienna, VA168KShares$8.86 Million3.71% of portfolio