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 66,932 shares of AVEM stock, worth $4.12 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

66,932

Previous 67,578 0.96%

Holding current value

$4.12 Million

Previous $4.37 Billion 9.86%

% of portfolio

0.97%

Previous 1.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$58.59 - $66.14 $37,849 - $42,726	-646 Reduced 0.96%	66,932 $3.93 Billion
Q3 2024 Nov 12, 2024	BUY	$57.2 - $65.59 $129,844 - $148,889	2,270 Added 3.48%	67,578 $4.37 Billion
Q2 2024 Aug 06, 2024	BUY	$56.42 - $62.42 $110,696 - $122,468	1,962 Added 3.1%	65,308 $3.99 Billion
Q1 2024 May 01, 2024	BUY	$53.02 - $58.54 $205,505 - $226,901	3,876 Added 6.52%	63,346 $3.67 Billion
Q4 2023 Feb 06, 2024	BUY	$51.0 - $56.39 $228,684 - $252,852	4,484 Added 8.15%	59,470 $3.35 Billion
Q3 2023 Nov 14, 2023	BUY	$52.44 - $57.3 $161,620 - $176,598	3,082 Added 5.94%	54,986 $2.9 Billion
Q2 2023 Aug 09, 2023	BUY	$51.46 - $55.92 $2.67 Million - $2.9 Million	51,904 New	51,904 $2.79 Billion

Others Institutions Holding AVEM

# of Institutions

528

Shares Held

121M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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