Cherry Tree Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 416,064 shares of FLRN stock, worth $12.8 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
416,064
Previous 402,054 3.48%
Holding current value
$12.8 Million
Previous $12.4 Billion 3.59%
% of portfolio
2.82%
Previous 2.88%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$30.71 - $30.86 $430,247 - $432,348
14,010 Added 3.48%
416,064 $12.8 Billion
Q2 2025

Aug 05, 2025
BUY
$30.29 - $30.83 $57,641 - $58,669
1,903 Added 0.48%
402,054 $12.4 Billion
Q1 2025

Apr 21, 2025
BUY
$30.71 - $30.87 $1.3 Million - $1.3 Million
42,194 Added 11.79%
400,151 $12.3 Billion
Q4 2024

Feb 04, 2025
SELL
$30.67 - $30.84 $150,896 - $151,732
-4,920 Reduced 1.36%
357,957 $11 Billion
Q3 2024

Nov 12, 2024
SELL
$30.55 - $30.85 $235,418 - $237,730
-7,706 Reduced 2.08%
362,877 $11.2 Billion
Q2 2024

Aug 06, 2024
SELL
$30.69 - $30.88 $87,220 - $87,760
-2,842 Reduced 0.76%
370,583 $11.4 Billion
Q1 2024

May 01, 2024
SELL
$30.59 - $30.83 $407,519 - $410,717
-13,322 Reduced 3.44%
373,425 $11.5 Billion
Q4 2023

Feb 06, 2024
SELL
$30.49 - $30.71 $395,973 - $398,830
-12,987 Reduced 3.25%
386,747 $11.8 Billion
Q3 2023

Nov 14, 2023
SELL
$30.51 - $30.73 $1.45 Million - $1.47 Million
-47,678 Reduced 10.66%
399,734 $12.3 Billion
Q2 2023

Aug 09, 2023
BUY
$30.33 - $30.69 $13.6 Million - $13.7 Million
447,412 New
447,412 $13.7 Billion

Others Institutions Holding FLRN

# of Institutions
362
Shares Held
61.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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