Cherry Tree Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi Call Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBHH
# of Institutions
40Shares Held
2.91MCall Options Held
0Put Options Held
0-
Baltimore Washington Financial Advisors, Inc.871KShares$20.5 Million1.15% of portfolio
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New Edge Advisors, LLC New Orleans, LA517KShares$12.2 Million0.09% of portfolio
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Lbmc Investment Advisors, LLC251KShares$5.92 Million0.47% of portfolio
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Commonwealth Equity Services, LLC170KShares$4.01 Million0.01% of portfolio
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Monumental Financial Group Inc.129KShares$3.05 Million1.15% of portfolio