Cherry Tree Wealth Management, LLC Ishares Tr Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 13,037 shares of IDV stock, worth $368,555. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,037
Previous 13,037
-0.0%
Holding current value
$368,555
Previous $361 Million
9.25%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
478Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$304 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$194 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$75.2 Million0.02% of portfolio