Cherry Tree Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024
Number of Shares
86,776
Previous 81,321 6.71%
Holding current value
$2.17 Billion
Previous $2.08 Billion 4.45%
% of portfolio
0.54%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
N/A
5,455 Added 6.71%
86,776 $2.17 Billion
Q1 2024

May 01, 2024
BUY
N/A
8,567 Added 11.78%
81,321 $2.08 Billion
Q4 2023

Feb 06, 2024
BUY
N/A
13,309 Added 22.39%
72,754 $1.89 Billion
Q3 2023

Nov 14, 2023
BUY
N/A
2,611 Added 4.59%
59,445 $1.33 Billion
Q2 2023

Aug 09, 2023
BUY
N/A
56,834 New
56,834 $1.39 Billion
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