Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 10,576 shares of DES stock, worth $388,139. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,576
Previous 10,576
-0.0%
Holding current value
$388,139
Previous $329 Million
10.72%
% of portfolio
0.09%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.5MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$80.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$80.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$78.7 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$67 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$54.8 Million0.05% of portfolio