Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Call Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DES
# of Institutions
349Shares Held
29.5MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$80.1 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.2MShares$80.1 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC2.15MShares$78.3 Million0.01% of portfolio
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Ubs Group Ag1.83MShares$66.6 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.49MShares$54.5 Million0.05% of portfolio