Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 $8,107. This represents 0.0% of its overall portfolio holdings.
Number of Shares
81
Previous 81
-0.0%
Holding current value
$8,107
Previous $7.25 Million
0.77%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
396Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.43 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$340 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$304 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$293 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio