Cherry Tree Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 99 shares of USFR stock, worth $4,978. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99Holding current value
$4,978% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
607Shares Held
254MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.7MShares$942 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.8MShares$796 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC15.6MShares$784 Million0.28% of portfolio