Cherry Tree Wealth Management, LLC Ishares Inc Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,993 shares of EPP stock, worth $138,635. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,993
Previous 2,993 -0.0%
Holding current value
$138,635
Previous $129 Million 13.58%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$40.54 - $45.26 $16,337 - $18,239
-403 Reduced 11.87%
2,993 $129 Million
Q2 2023

Aug 09, 2023
BUY
$41.32 - $44.93 $140,322 - $152,582
3,396 New
3,396 $143 Million

Others Institutions Holding EPP

# of Institutions
199
Shares Held
34.1M
Call Options Held
0
Put Options Held
5.5K
View Full List

About ISHARES INC

EPP Quotes by TradingView
  • Ticker EPP
  • Sector ETFs
  • Industry ETFs
More about EPP
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email