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 33,774 shares of AVUV stock, worth $3.3 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
33,774
Previous 30,812
9.61%
Holding current value
$3.3 Million
Previous $2.81 Billion
19.76%
% of portfolio
0.74%
Previous 0.65%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio