Cherry Tree Wealth Management, LLC Ishares California Muni Bond E Put Options Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

283

Shares Held

37.9M

Call Options Held

6K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$760 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$103 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.27M
Shares

$73 Million
0.78% of portfolio
Bank Of America Corp Charlotte, NC

1.04M
Shares

$59.9 Million
0.01% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.9 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.