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

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 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 400,151 shares of FLRN stock, worth $12.3 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

400,151

Previous 357,957 11.79%

Holding current value

$12.3 Million

Previous $11 Billion 12.11%

% of portfolio

2.97%

Previous 2.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

352

Shares Held

56.3M

Call Options Held

38.6K

Put Options Held

30.5K

View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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