Cherry Tree Wealth Management, LLC Ishares California Muni Bond E Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,669 shares of CMF stock, worth $383,067. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,669
Previous 6,669
-0.0%
Holding current value
$383,067
Previous $384 Million
1.15%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
281Shares Held
34.2MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$552 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$103 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.2 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60 Million0.01% of portfolio
-
Facet Wealth, Inc.992KShares$57 Million1.6% of portfolio