Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 46,715 shares of IBDR stock, worth $1.11 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
46,715
Previous 39,212
19.13%
Holding current value
$1.11 Million
Previous $934 Million
21.54%
% of portfolio
0.27%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
372Shares Held
86.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.57MShares$180 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.08MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.32MShares$78.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$70.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio