Cherry Tree Wealth Management, LLC First Tr ETF Vi Dorseywright D Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in First Tr ETF Vi Dorseywright D stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,527 shares of DALI stock, worth $67,647. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,527
Previous 2,527
-0.0%
Holding current value
$67,647
Previous $61 Million
4.52%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DALI
# of Institutions
21Shares Held
4.05MCall Options Held
0Put Options Held
0-
Strid Group, LLC3.62MShares$96.8 Million14.06% of portfolio
-
Prospera Financial Services Inc179KShares$4.79 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC84.7KShares$2.27 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ56.7KShares$1.52 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ45.1KShares$1.21 Million0.01% of portfolio