Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,937 shares of IBTG stock, worth $67,727. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,937
Previous 1,336
119.84%
Holding current value
$67,727
Previous $30.3 Million
119.3%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
195Shares Held
37.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$78.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.4 Million1.37% of portfolio
-
Capital Investment Advisors, LLC2.29MShares$52.8 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$42.3 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.51MShares$34.8 Million0.25% of portfolio