Cherry Tree Wealth Management, LLC Vaneck Short Muni ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 13,141 shares of SMB stock, worth $225,630. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,141
Previous 14,657 10.34%
Holding current value
$225,630
Previous $249 Million 8.81%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$16.96 - $17.29 $25,711 - $26,211
-1,516 Reduced 10.34%
13,141 $227 Million
Q2 2024

Aug 06, 2024
SELL
$16.87 - $17.03 $522 - $527
-31 Reduced 0.21%
14,657 $249 Million
Q1 2024

May 01, 2024
SELL
$17.0 - $17.11 $49,810 - $50,132
-2,930 Reduced 16.63%
14,688 $250 Million
Q4 2023

Feb 06, 2024
SELL
$16.61 - $17.14 $110,223 - $113,741
-6,636 Reduced 27.36%
17,618 $301 Million
Q3 2023

Nov 14, 2023
SELL
$16.65 - $16.89 $59,773 - $60,635
-3,590 Reduced 12.89%
24,254 $405 Million
Q2 2023

Aug 09, 2023
BUY
$16.71 - $17.06 $465,273 - $475,018
27,844 New
27,844 $469 Million

Others Institutions Holding SMB

# of Institutions
86
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK SHORT MUNI ETF

SMB Quotes by TradingView
  • Ticker SMB
  • Sector ETFs
  • Industry ETFs
More about SMB
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email