Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,914 shares of DHS stock, worth $1.68 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,914
Previous 17,966
0.29%
Holding current value
$1.68 Million
Previous $1.52 Billion
10.57%
% of portfolio
0.4%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding DHS
# of Institutions
223Shares Held
5.72MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$85.3 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$40 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$36.9 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX357KShares$33.4 Million1.67% of portfolio
-
Cetera Investment Advisers Schaumburg, IL350KShares$32.8 Million0.07% of portfolio