Cherry Tree Wealth Management, LLC Purchases and Sells in Q3 2024

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

Top Buys

Incresed Positions

83 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
33.7K
+ 38.81%
N/A
120K $3.48B
6.2K
+ 2.35%
$47.6 - $53.31 $295K - $330K
270K $14.3B
3.74K
+ 16.32%
$162.83 - $179.16 $609K - $670K
26.7K $4.78B
5.03K
+ 2.32%
$33.67 - $37.71 $169K - $190K
222K $8.3B
160
+ 0.11%
$56.47 - $63.69 $9.04K - $10.2K
148K $9.32B
23.5K
+ 18.32%
$23.63 - $24.42 $555K - $573K
152K $3.69B
View all

New Holdings

24 operations
Stock Shares change Price Range Shares Held Trade History
39.8K
New
$30.74 - $34.07 $1.22M - $1.36M
39.8K $1.36B
9.2K
New
$12.84 - $15.15 $118K - $139K
9.2K $135M
ISHARES TR
1.18K
New
N/A
1.18K $31.5M
231
New
$86.27 - $136.82 $19.9K - $31.6K
231 $24M
788
New
$28.45 - $30.18 $22.4K - $23.8K
788 $23.7M
208
New
$93.22 - $103.58 $19.4K - $21.5K
208 $21.5M
View all

Top Sells

Reduced Positions

74 operations
Stock Shares change Price Range Shares Held Trade History
-17.4K
- 17.26%
$64.57 - $71.76 $1.12M - $1.25M
83.4K $5.98B
-500
- 5.95%
$395.15 - $467.56 $198K - $234K
7.9K $3.4B
-9.83K
- 5.64%
$48.06 - $49.39 $472K - $485K
164K $8.1B
-7.71K
- 2.08%
$30.55 - $30.85 $235K - $238K
363K $11.2B
-4.62K
- 13.9%
$88.24 - $99.7 $408K - $461K
28.6K $2.75B
-1.31K
- 11.63%
$106.13 - $108.7 $138K - $142K
9.92K $1.08B
View all
Activity Summary
Buys All Purchases 107 New Holdings 24 Increased Positions 83 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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