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 733 shares of AVRE stock, worth $31,123. This represents 0.01% of its overall portfolio holdings.
Number of Shares
733
Previous 623
17.66%
Holding current value
$31,123
Previous $25.7 Million
34.55%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
119Shares Held
10.5MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$50.4 Million0.76% of portfolio
-
Life Planning Partners, Inc1.13MShares$47.9 Million0.35% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$31 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.5 Million3.15% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$13.7 Million4.63% of portfolio