Cherry Tree Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,262 shares of DLS stock, worth $290,114. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,262
Previous 4,699
9.3%
Holding current value
$290,114
Previous $324 Million
17.31%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
5.51MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$54.7 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA276KShares$18.8 Million1.16% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.6 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$13.8 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$12.2 Million0.0% of portfolio