Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Value E 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

No transaction found.

Others Institutions Holding IWX

# of Institutions

198

Shares Held

51.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$847 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$649 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$548 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$505 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$481 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.