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

Cherry Tree Wealth Management, LLC

$456 Billion
Q3 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 3,809 shares of AVDV stock, worth $343,533. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,809

Previous 3,857 1.24%

Holding current value

$343,533

Previous $306 Million 10.9%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$79.24 - $89.03 $3,803 - $4,273	-48 Reduced 1.24%	3,809 $339 Million
Q2 2025 Aug 05, 2025	BUY	$61.76 - $79.32 $1,667 - $2,141	27 Added 0.7%	3,857 $306 Million
Q4 2024 Feb 04, 2025	BUY	$63.85 - $70.4 $34,159 - $37,664	535 Added 16.24%	3,830 $249 Million
Q2 2024 Aug 06, 2024	BUY	$63.81 - $68.36 $42,625 - $45,664	668 Added 25.43%	3,295 $214 Million
Q1 2024 May 01, 2024	BUY	$59.95 - $65.89 $24,639 - $27,080	411 Added 18.55%	2,627 $173 Million

Q4 2023 Feb 06, 2024	BUY	$54.34 - $62.7 $15,269 - $17,618	281 Added 14.52%	2,216 $138 Million
Q3 2023 Nov 14, 2023	BUY	$56.69 - $60.91 $47,676 - $51,225	841 Added 76.87%	1,935 $112 Million
Q2 2023 Aug 09, 2023	BUY	$56.07 - $60.13 $61,340 - $65,782	1,094 New	1,094 $63 Million

Others Institutions Holding AVDV

# of Institutions

537

Shares Held

116M

Call Options Held

4.1K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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