Cherry Tree Wealth Management, LLC ISHARES TR Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024
Number of Shares
1,690
Previous 1,180 43.22%
Holding current value
$43 Million
Previous $31.5 Million 36.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 04, 2025
BUY
N/A
510 Added 43.22%
1,690 $43 Million
Q3 2024

Nov 12, 2024
BUY
N/A
1,180 New
1,180 $31.5 Million
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