Cherry Tree Wealth Management, LLC Ishares Inc Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 $140,850. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,993
Previous 3,396
11.87%
Holding current value
$140,850
Previous $145 Million
11.48%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding EPP
# of Institutions
202Shares Held
33.9MCall Options Held
0Put Options Held
5.5K-
Goldman Sachs Group Inc New York, NY11.3MShares$531 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY8.77MShares$413 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.78MShares$131 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.87MShares$87.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.7MShares$80 Million0.01% of portfolio