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 30,812 shares of AVUV stock, worth $3.06 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
30,812
Previous 29,333
5.04%
Holding current value
$3.06 Million
Previous $2.56 Billion
9.78%
% of portfolio
0.65%
Previous 0.62%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
941Shares Held
128MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.45 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$484 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$349 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$274 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$272 Million0.02% of portfolio