Cherry Tree Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,784 shares of SHY stock, worth $474,114. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,784
Previous 5,784
-0.0%
Holding current value
$474,114
Previous $481 Million
1.41%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,252Shares Held
241MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.06 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$694 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$640 Million0.05% of portfolio