Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 $8,931. This represents 0.0% of its overall portfolio holdings.
Number of Shares
81
Previous 81
-0.0%
Holding current value
$8,931
Previous $7.48 Million
9.14%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
515Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$525 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$383 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$334 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$289 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$249 Million9.89% of portfolio