Cherry Tree Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 1,078 shares of AVIV stock, worth $58,309. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,078
Previous 799
34.92%
Holding current value
$58,309
Previous $43.2 Million
30.83%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVIV
# of Institutions
103Shares Held
4.78MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO775KShares$41.9 Million0.03% of portfolio
-
Atwood & Palmer Inc421KShares$22.8 Million1.63% of portfolio
-
Prairie View Partners, LLC263KShares$14.2 Million1.54% of portfolio
-
Financial Advisory Service, Inc.260KShares$14.1 Million1.24% of portfolio
-
Websterrogers Financial Advisors, LLC199KShares$10.8 Million4.0% of portfolio