Cherry Tree Wealth Management, LLC
Position in DALI — First Trust Dorsey Wright DALI Equity ETF
CIK 1985414
MINNETONKA, MN
All Filings in DALI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DALI | $68,639 | 2,467 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 DALI | $70,960 | 2,467 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 DALI | $69,500 | 2,467 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 DALI | $64,319 | 2,429 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 DALI | $58,174 | 2,429 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 DALI | $59,853 | 2,319 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 DALI | $63,705 | 2,527 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DALI | $60,951 | 2,527 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 DALI | $65,871 | 2,731 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 DALI | $58,880 | 2,731 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 DALI | $67,674 | 2,731 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 DALI | $39,177 | 1,515 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||