Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 715 shares of IWY stock, worth $166,108. This represents 0.04% of its overall portfolio holdings.
Number of Shares
715
Previous 715
-0.0%
Holding current value
$166,108
Previous $153 Million
2.58%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
515Shares Held
50.4MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.46 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.38 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.22 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.16 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$456 Million0.12% of portfolio