Cherry Tree Wealth Management, LLC Ishares Tr Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,145 shares of DVY stock, worth $162,681. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,145
Previous 1,145
-0.0%
Holding current value
$162,681
Previous $139 Million
11.65%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DVY
# of Institutions
1,360Shares Held
70.5MCall Options Held
1.1MPut Options Held
383K-
Bank Of America Corp Charlotte, NC8.33MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$883 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$621 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$549 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$525 Million0.11% of portfolio