Cherry Tree Wealth Management, LLC ISHARES TR Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024
Number of Shares
969
Previous 493 96.55%
Holding current value
$24.3 Million
Previous $13 Million 86.86%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
N/A
476 Added 96.55%
969 $24.3 Million
Q3 2024

Nov 12, 2024
BUY
N/A
493 New
493 $13 Million
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