Cherry Tree Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,350 shares of DSI stock, worth $153,373. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,350
Previous 1,350
-0.0%
Holding current value
$153,373
Previous $140 Million
4.76%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DSI
# of Institutions
572Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$553 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$248 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$177 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$173 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$112 Million0.03% of portfolio