Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,804 shares of IBTG stock, worth $86,731. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,804
Previous 2,937
29.52%
Holding current value
$86,731
Previous $66.5 Million
31.86%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
217Shares Held
41.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.5 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.9 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$39.9 Million0.01% of portfolio