Cherry Tree Wealth Management, LLC ISHARES TR Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025
Number of Shares
2,442
Previous 969 152.01%
Holding current value
$62.4 Million
Previous $24.3 Million 156.63%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
1,473 Added 152.01%
2,442 $62.4 Million
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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