Cherry Tree Wealth Management, LLC Ishares Short Term National Mu Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,255 shares of SUB stock, worth $450,476. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,255
Previous 4,600
7.5%
Holding current value
$450,476
Previous $488 Million
8.12%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
895Shares Held
71.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$824 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$662 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$371 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio