Cherry Tree Wealth Management, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 77,179 shares of IBDP stock, worth $1.94 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
77,179
Previous 77,498
0.41%
Holding current value
$1.94 Million
Previous $1.95 Billion
0.09%
% of portfolio
0.46%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding IBDP
# of Institutions
368Shares Held
67.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.44MShares$137 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.85MShares$71.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.7MShares$67.9 Million1.17% of portfolio
-
Ubs Group Ag2.34MShares$59 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.71MShares$43 Million0.02% of portfolio