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

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 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 2,429 shares of DALI stock, worth $64,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,429
Previous 2,319 4.74%
Holding current value
$64,222
Previous $59.9 Million 2.81%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
19
Shares Held
4.13M
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
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