Cherry Tree Wealth Management, LLC Ishares Tr Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 42,463 shares of IBDV stock, worth $916,776. This represents 0.23% of its overall portfolio holdings.
Number of Shares
42,463
Previous 11,170
280.15%
Holding current value
$916,776
Previous $239 Million
277.67%
% of portfolio
0.23%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IBDV
# of Institutions
185Shares Held
41.7MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.62MShares$56.6 Million1.21% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$56.2 Million0.92% of portfolio
-
Capital Advisors Inc2.33MShares$50.2 Million1.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.16MShares$46.6 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$45.3 Million0.0% of portfolio