Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 47,687 shares of IBDR stock, worth $1.13 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
47,687
Previous 46,715
2.08%
Holding current value
$1.13 Million
Previous $1.14 Billion
1.11%
% of portfolio
0.28%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
386Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Capital Advisors Inc2.22MShares$52.7 Million1.08% of portfolio