Cherry Tree Wealth Management, LLC Wisdomtree Tr Interest Rate He Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,120 shares of HYZD stock, worth $25,054. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,120
Previous 1,354
17.28%
Holding current value
$25,054
Previous $29.6 Million
15.4%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HYZD
# of Institutions
63Shares Held
6.06MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.39MShares$31.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$22.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY740KShares$16.6 Million0.0% of portfolio
-
National Asset Management, Inc. Boca Raton, FL591KShares$13.2 Million0.45% of portfolio
-
Envestnet Asset Management Inc335KShares$7.49 Million0.0% of portfolio