Cherry Tree Wealth Management, LLC VRP Holdings History
Cherry Tree Wealth Management, LLC's Invesco Variable Rate Preferred ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 90,438.00 shares of Invesco Variable Rate Preferred ETF(VRP), totaling $2.19 Mil. This investment constitutes 0.53% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.11% of the outstanding Invesco Variable Rate Preferred ETF(VRP) stock.
The initial trade took place in 2025Q1. And since then Cherry Tree Wealth Management, LLC has made 1 purchases of VRP, at an average price of $24.32, for a total of 90,438.00 shares. Based on historical transaction data and VRP's current price of $24.50, Cherry Tree Wealth Management, LLC's estimated gain on his VRP holdings is $16,278.84, reflecting a 0.74% gain to date.
Cherry Tree Wealth Management, LLC VRP ($24.50) Holding Chart
Cherry Tree Wealth Management, LLC VRP ($24.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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