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 625 shares of AVRE stock, worth $27,487. This represents 0.01% of its overall portfolio holdings.
Number of Shares
625
Previous 733
14.73%
Holding current value
$27,487
Previous $34.6 Million
24.18%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVRE
# of Institutions
125Shares Held
9.73MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$52.2 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$33.6 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$16.1 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$15.1 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$14.1 Million4.63% of portfolio