Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,017 shares of IBDX stock, worth $150,545. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,017
Previous 3,905
54.08%
Holding current value
$150,545
Previous $95.9 Million
61.3%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IBDX
# of Institutions
121Shares Held
25.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.34MShares$58.6 Million0.01% of portfolio
-
First Interstate Bank Billings, MT2.17MShares$54.2 Million3.5% of portfolio
-
Aptus Capital Advisors, LLC2.12MShares$53.1 Million0.87% of portfolio
-
Capital Investment Advisors, LLC1.95MShares$48.8 Million1.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$45.2 Million0.0% of portfolio