Cherry Tree Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 27,597 shares of AGG stock, worth $2.68 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
27,597
Previous 27,558
0.14%
Holding current value
$2.68 Million
Previous $2.68 Billion
4.48%
% of portfolio
0.66%
Previous 0.67%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio