Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 64,550 shares of IBTE stock, worth $1.54 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
64,550
Previous 67,478
4.34%
Holding current value
$1.54 Million
Previous $1.62 Billion
4.26%
% of portfolio
0.37%
Previous 0.41%
Shares
6 transactions
Others Institutions Holding IBTE
# of Institutions
292Shares Held
86.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$571 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$125 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.74MShares$89.4 Million1.54% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53 Million0.01% of portfolio