Cherry Tree Wealth Management, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Pimco ETF Tr 1 5 Yr High Yield stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 733 shares of HYS stock, worth $69,635. This represents 0.02% of its overall portfolio holdings.
Number of Shares
733
Previous 733
-0.0%
Holding current value
$69,635
Previous $68.5 Million
0.83%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HYS
# of Institutions
250Shares Held
9.24MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY838KShares$79.7 Million0.01% of portfolio
-
Assetmark, Inc666KShares$63.3 Million0.18% of portfolio
-
Morgan Stanley New York, NY627KShares$59.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc568KShares$53.9 Million0.02% of portfolio
-
Ubs Group Ag385KShares$36.6 Million0.01% of portfolio