Cherry Tree Wealth Management, LLC ISHARES TR Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025
Number of Shares
1,206
Previous 707 70.58%
Holding current value
$29.6 Million
Previous $17.3 Million 71.35%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
499 Added 70.58%
1,206 $29.6 Million
Q1 2024

May 01, 2024
BUY
N/A
707 New
707 $17.2 Million
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