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American Centy Etf Tr Us Sml Cp Valu shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in American Centy Etf Tr Us Sml Cp Valu

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All positions including American Centy Etf Tr Us Sml Cp Valu held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 29k 95.95
2024-06-30 $3.0M 33k 89.72
2024-03-31 $2.9M 31k 93.71
2023-12-31 $2.4M 27k 89.80
2023-09-30 $59k 752 77.95
2023-06-30 $10k 134 77.61

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding American Centy Etf Tr Us Sml Cp Valu

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Mason Investment Advisory Services
Truepoint
Churchill Management Corp.
Envestnet Asset Management
Colony
Buckingham Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Advisor Group Holdings
Wells Fargo & Company
Unison Advisors

View all funds holding American Centy Etf Tr Us Sml Cp Valu