CTWM
Cherry Tree Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88K | Hold |
5
| – | – | ﹤0.01% | 533 |
|
|
2025
Q1 | $1.64K | Hold |
5
| – | – | ﹤0.01% | 647 |
|
|
2024
Q4 | $1.63K | Hold |
5
| – | – | ﹤0.01% | 548 |
|
|
2024
Q3 | $1.16K | Hold |
5
| – | – | ﹤0.01% | 559 |
|
|
2024
Q2 | $1.4K | Hold |
5
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $1.32K | Hold |
5
| – | – | ﹤0.01% | 530 |
|
|
2023
Q4 | $1.14K | Hold |
5
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $1.19K | Hold |
5
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $1.09K | Buy |
+5
| New | +$1.09K | ﹤0.01% | 535 |
|