Cherry Tree Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,034 shares of DSI stock, worth $113,274. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,034
Previous 1,350 23.41%
Holding current value
$113,274
Previous $147 Million 22.38%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 04, 2025
SELL
$107.41 - $115.71 $33,941 - $36,564
-316 Reduced 23.41%
1,034 $114 Million
Q4 2023

Feb 06, 2024
BUY
$77.74 - $91.23 $2,021 - $2,371
26 Added 1.96%
1,350 $123 Million
Q2 2023

Aug 09, 2023
BUY
$76.24 - $84.24 $100,941 - $111,533
1,324 New
1,324 $111 Million

Others Institutions Holding DSI

# of Institutions
614
Shares Held
28M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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