Cherry Tree Wealth Management, LLC ISHARES TR Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025
Number of Shares
2,084
Previous 1,690 23.31%
Holding current value
$53.7 Million
Previous $43 Million 24.94%
% of portfolio
0.01%
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
394 Added 23.31%
2,084 $53.7 Million
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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