Cherry Tree Wealth Management, LLC Vaneck Short Muni ETF Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 12,472 shares of SMB stock, worth $215,017. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,472

Previous 13,141 5.09%

Holding current value

$215,017

Previous $227 Million 6.19%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$17.07 - $17.26 $11,419 - $11,546	-669 Reduced 5.09%	12,472 $213 Million
Q3 2024 Nov 12, 2024	SELL	$16.96 - $17.29 $25,711 - $26,211	-1,516 Reduced 10.34%	13,141 $227 Million
Q2 2024 Aug 06, 2024	SELL	$16.87 - $17.03 $522 - $527	-31 Reduced 0.21%	14,657 $249 Million
Q1 2024 May 01, 2024	SELL	$17.0 - $17.11 $49,810 - $50,132	-2,930 Reduced 16.63%	14,688 $250 Million
Q4 2023 Feb 06, 2024	SELL	$16.61 - $17.14 $110,223 - $113,741	-6,636 Reduced 27.36%	17,618 $301 Million
Q3 2023 Nov 14, 2023	SELL	$16.65 - $16.89 $59,773 - $60,635	-3,590 Reduced 12.89%	24,254 $405 Million
Q2 2023 Aug 09, 2023	BUY	$16.71 - $17.06 $465,273 - $475,018	27,844 New	27,844 $469 Million

Others Institutions Holding SMB

# of Institutions

Shares Held

12.5M

Call Options Held

Put Options Held

View Full List

About VANECK SHORT MUNI ETF

Ticker SMB
Sector ETFs
Industry ETFs

More about SMB

Track This Portfolio

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.

Account

Cherry Tree Wealth Management, LLC Vaneck Short Muni ETF Transaction History