A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 419 shares of XT stock, worth $24,926. This represents 0.01% of its overall portfolio holdings.

Number of Shares
419
Previous 713 41.23%
Holding current value
$24,926
Previous $42.5 Million 42.01%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2024

SELL
$54.45 - $59.72 $16,008 - $17,557
-294 Reduced 41.23%
419 $24.7 Million
Q4 2023

Feb 06, 2024

SELL
$48.21 - $60.43 $5,013 - $6,284
-104 Reduced 12.73%
713 $42.7 Million
Q2 2023

Aug 09, 2023

BUY
$49.89 - $56.59 $40,760 - $46,234
817 New
817 $45.4 Million

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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.