Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,288 shares of IBTM stock, worth $29,624. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,288
Previous 758
69.92%
Holding current value
$29,624
Previous $17.4 Million
70.96%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTM
# of Institutions
79Shares Held
9.56MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC2.04MShares$46.9 Million2.99% of portfolio
-
Ubs Group Ag1.64MShares$37.6 Million0.01% of portfolio
-
Confluence Investment Management LLC428KShares$9.86 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL423KShares$9.73 Million0.0% of portfolio
-
Morgan Stanley New York, NY398KShares$9.15 Million0.0% of portfolio