Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,216 shares of IBTJ stock, worth $70,912. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,216
Previous 627
412.92%
Holding current value
$70,912
Previous $13.5 Million
409.87%
% of portfolio
0.02%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
109Shares Held
10.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc942KShares$20.8 Million1.54% of portfolio
-
Wells Fargo & Company San Francisco, CA607KShares$13.4 Million0.0% of portfolio
-
Hengehold Capital Management LLC590KShares$13 Million1.31% of portfolio
-
Journey Advisory Group, LLC515KShares$11.4 Million1.32% of portfolio
-
Commonwealth Equity Services, LLC474KShares$10.5 Million0.02% of portfolio