Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 81 shares of AVUS stock, worth $8,093. This represents 0.0% of its overall portfolio holdings.
Number of Shares
81
Previous 81
-0.0%
Holding current value
$8,093
Previous $7.71 Million
1.87%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
425Shares Held
86.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.99 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$356 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$323 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio