Cherry Tree Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 11,221 shares of MUB stock, worth $1.21 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
11,221
Previous 8,463
32.59%
Holding current value
$1.21 Million
Previous $911 Million
31.3%
% of portfolio
0.3%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding MUB
# of Institutions
1,475Shares Held
295MCall Options Held
558KPut Options Held
250K-
Bank Of America Corp Charlotte, NC23.6MShares$2.54 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.07 Billion0.69% of portfolio
-
Betterment LLC New York, NY15.8MShares$1.69 Billion4.35% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.7MShares$1.04 Billion0.09% of portfolio