Cherry Tree Wealth Management, LLC First Tr ETF Vi Dorseywright D Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 $63,579. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,527
Previous 2,731 7.47%
Holding current value
$63,579
Previous $65.9 Million 7.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 06, 2024
SELL
$22.15 - $24.22 $4,518 - $4,940
-204 Reduced 7.47%
2,527 $61 Million
Q3 2023

Nov 14, 2023
BUY
$24.31 - $27.3 $29,560 - $33,196
1,216 Added 80.26%
2,731 $67.7 Million
Q2 2023

Aug 09, 2023
BUY
$24.71 - $26.58 $37,435 - $40,268
1,515 New
1,515 $39.2 Million

Others Institutions Holding DALI

# of Institutions
23
Shares Held
4.17M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI DORSEYWRIGHT D

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