Cherry Tree Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,002 shares of PHO stock, worth $73,246. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,002
Previous 1,002
-0.0%
Holding current value
$73,246
Previous $64.7 Million
8.35%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PHO
# of Institutions
437Shares Held
13.2MCall Options Held
7.5KPut Options Held
22K-
Bank Of America Corp Charlotte, NC1.6MShares$117 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.43MShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC822KShares$60.1 Million0.02% of portfolio
-
1832 Asset Management L.P. Toronto, A6506KShares$37 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$33.7 Million0.01% of portfolio