Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,461 shares of IBTG stock, worth $101,621. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,461
Previous 3,804
17.27%
Holding current value
$101,621
Previous $87.7 Million
15.97%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
234Shares Held
46.8MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.4 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$39.9 Million0.01% of portfolio