Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 67,478 shares of IBTE stock, worth $1.62 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
67,478
Previous 65,595
2.87%
Holding current value
$1.62 Million
Previous $1.57 Billion
3.04%
% of portfolio
0.41%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding IBTE
# of Institutions
299Shares Held
91.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$573 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.3 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio