Cherry Tree Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024
Number of Shares
1,089
Previous 1,089 -0.0%
Holding current value
$32.7 Million
Previous $33.6 Million 2.53%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
N/A
-179 Reduced 14.12%
1,089 $31.5 Million
Q2 2023

Aug 09, 2023
BUY
N/A
1,268 New
1,268 $32.2 Million
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