CTWM
Cherry Tree Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
69,578
+1,385
| +2% | +$94.9K | 1.11% | 29 |
|
|
2025
Q1 | $4.1M | Buy |
68,193
+1,261
| +2% | +$75.9K | 0.99% | 30 |
|
|
2024
Q4 | $3.93M | Sell |
66,932
-646
| -1% | -$38K | 0.97% | 31 |
|
|
2024
Q3 | $4.37M | Buy |
67,578
+2,270
| +3% | +$147K | 1.03% | 29 |
|
|
2024
Q2 | $3.99M | Buy |
65,308
+1,962
| +3% | +$120K | 1% | 27 |
|
|
2024
Q1 | $3.67M | Buy |
63,346
+3,876
| +7% | +$225K | 0.92% | 28 |
|
|
2023
Q4 | $3.35M | Buy |
59,470
+4,484
| +8% | +$253K | 0.9% | 28 |
|
|
2023
Q3 | $2.9M | Buy |
54,986
+3,082
| +6% | +$163K | 0.85% | 27 |
|
|
2023
Q2 | $2.79M | Buy |
+51,904
| New | +$2.79M | 0.81% | 30 |
|