Cherry Tree Wealth Management, LLC Ishares Tresg Screened S&P Sma Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,125 shares of XJR stock, worth $89,653. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,125Holding current value
$89,653% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
62Shares Held
606KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.24 Million0.0% of portfolio
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Bailard, Inc.45KShares$1.9 Million0.05% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.6 Million1.21% of portfolio
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Merriman Wealth Management, LLC36.5KShares$1.54 Million0.06% of portfolio
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Cambridge Investment Research Advisors, Inc.34.3KShares$1.45 Million0.0% of portfolio