Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 173,001 shares of IBDU stock, worth $3.97 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
173,001
Previous 144,301
19.89%
Holding current value
$3.97 Million
Previous $3.39 Billion
16.27%
% of portfolio
0.98%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
264Shares Held
76.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$128 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.3 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.1 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$82.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82 Million0.02% of portfolio