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 77,928 shares of AVLV stock, worth $5.21 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
77,928
Previous 72,218
7.91%
Holding current value
$5.21 Million
Previous $4.54 Billion
13.04%
% of portfolio
1.22%
Previous 1.14%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio