Cherry Tree Wealth Management, LLC Ishares Tr Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 51,899 shares of IBDV stock, worth $1.11 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
51,899
Previous 42,463
22.22%
Holding current value
$1.11 Million
Previous $903 Million
27.45%
% of portfolio
0.27%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IBDV
# of Institutions
188Shares Held
42.4MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.62MShares$56.3 Million1.21% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.9 Million0.92% of portfolio
-
Capital Advisors Inc2.33MShares$50 Million1.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.16MShares$46.3 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$45 Million0.0% of portfolio