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 28,758 shares of AVUV stock, worth $2.53 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

28,758

Previous 28,618 0.49%

Holding current value

$2.53 Million

Previous $2.75 Billion 1.1%

% of portfolio

0.69%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$94.37 - $106.41 $13,211 - $14,897	140 Added 0.49%	28,758 $2.78 Billion
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

# of Institutions

838

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

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.

Account

Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Transaction History