Cherry Tree Wealth Management, LLC Ishares Tresg Screened S&P Sma Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,125 shares of XJR stock, worth $85,212. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,125
Previous 2,125 -0.0%
Holding current value
$85,212
Previous $87.4 Million 8.53%
% of portfolio
0.02%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$36.08 - $39.37 $76,670 - $83,661
2,125 New
2,125 $80.5 Million

Others Institutions Holding XJR

# of Institutions
83
Shares Held
793K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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