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 527 shares of AVRE stock, worth $23,209. This represents 0.01% of its overall portfolio holdings.

Number of Shares
527
Previous 517 1.93%
Holding current value
$23,209
Previous $22.8 Million 2.67%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$43.53 - $45.34 $435 - $453
10 Added 1.93%
527 $23.4 Million
Q2 2025

Aug 05, 2025
SELL
$38.75 - $44.92 $4,185 - $4,851
-108 Reduced 17.28%
517 $22.8 Million
Q4 2024

Feb 04, 2025
SELL
$41.03 - $46.91 $4,431 - $5,066
-108 Reduced 14.73%
625 $26.2 Million
Q3 2024

Nov 12, 2024
BUY
$40.95 - $48.28 $4,504 - $5,310
110 Added 17.66%
733 $34.6 Million
Q3 2023

Nov 14, 2023
SELL
$37.14 - $42.66 $1,188 - $1,365
-32 Reduced 4.89%
623 $23.4 Million
Q2 2023

Aug 09, 2023
BUY
$39.41 - $41.99 $25,813 - $27,503
655 New
655 $26.8 Million

Others Institutions Holding AVRE

# of Institutions
149
Shares Held
12.4M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email