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 $32,479. This represents 0.01% of its overall portfolio holdings.
Number of Shares
733
Previous 623
17.66%
Holding current value
$32,479
Previous $25.7 Million
34.55%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
116Shares Held
9.04MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$47.4 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$32.4 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA386KShares$17.1 Million4.42% of portfolio
-
Physician Wealth Solutions Inc. North Las Vegas, NV311KShares$13.8 Million7.07% of portfolio
-
Merriman Wealth Management, LLC282KShares$12.5 Million0.56% of portfolio