Cherry Tree Wealth Management, LLC First Tr ETF Vi Dorseywright D Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in First Tr ETF Vi Dorseywright D stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,467 shares of DALI stock, worth $68,459. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,467
Previous 2,429 1.56%
Holding current value
$68,459
Previous $64.3 Million 8.06%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$26.42 - $28.37 $1,003 - $1,078
38 Added 1.56%
2,467 $69.5 Million
Q1 2025

Apr 21, 2025
BUY
$23.46 - $27.41 $2,580 - $3,015
110 Added 4.74%
2,429 $58.2 Million
Q4 2024

Feb 04, 2025
SELL
$24.79 - $27.65 $5,156 - $5,751
-208 Reduced 8.23%
2,319 $59.9 Million
Q2 2024

Aug 06, 2024
SELL
$22.15 - $24.22 $4,518 - $4,940
-204 Reduced 7.47%
2,527 $61 Million
Q3 2023

Nov 14, 2023
BUY
$24.31 - $27.3 $29,560 - $33,196
1,216 Added 80.26%
2,731 $67.7 Million
Q2 2023

Aug 09, 2023
BUY
$24.71 - $26.58 $37,435 - $40,268
1,515 New
1,515 $39.2 Million

Others Institutions Holding DALI

# of Institutions
18
Shares Held
4.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI DORSEYWRIGHT D

DALI Quotes by TradingView
  • Ticker DALI
  • Sector ETFs
  • Industry ETFs
More about DALI
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email