Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2030 Ter 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 |
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Others Institutions Holding IBTK
# of Institutions
96Shares Held
11.7MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.99MShares$38.4 Million0.01% of portfolio
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Atwood & Palmer Inc1.02MShares$19.7 Million1.41% of portfolio
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Farmer Steven Patrick850KShares$16.4 Million0.28% of portfolio
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Bank Of America Corp Charlotte, NC628KShares$12.1 Million0.0% of portfolio
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Waycross Investment Management CO Bellingham, WA542KShares$10.4 Million10.0% of portfolio