Cherry Tree Wealth Management, LLC Ishares Tr Call Options Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBDV

# of Institutions

190

Shares Held

42.6M

Call Options Held

0

Put Options Held

0

Capital Investment Advisors, LLC

2.62M
Shares

$56.3 Million
1.21% of portfolio
Aptus Capital Advisors, LLC

2.6M
Shares

$55.9 Million
0.92% of portfolio
Capital Advisors Inc

2.33M
Shares

$50 Million
1.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.16M
Shares

$46.3 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$45 Million
0.0% of portfolio

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.