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 28,618 shares of AVUV stock, worth $2.75 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
28,618
Previous 33,238 13.9%
Holding current value
$2.75 Million
Previous $2.98 Billion 7.92%
% of portfolio
0.65%
Previous 0.75%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$88.24 - $99.7 $407,668 - $460,614
-4,620 Reduced 13.9%
28,618 $2.75 Billion
Q2 2024

Aug 06, 2024

BUY
$86.93 - $93.77 $205,415 - $221,578
2,363 Added 7.65%
33,238 $2.98 Billion
Q1 2024

May 01, 2024

BUY
$84.87 - $93.71 $344,317 - $380,181
4,057 Added 15.13%
30,875 $2.89 Billion
Q4 2023

Feb 06, 2024

BUY
$73.38 - $91.25 $1.91 Million - $2.38 Million
26,066 Added 3466.22%
26,818 $2.41 Billion
Q3 2023

Nov 14, 2023

BUY
$75.9 - $84.23 $46,906 - $52,054
618 Added 461.19%
752 $58.6 Million
Q2 2023

Aug 09, 2023

BUY
$69.33 - $77.71 $9,290 - $10,413
134 New
134 $10.4 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.