Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,638 shares of IBTH stock, worth $126,685. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,638
Previous 5,101
10.53%
Holding current value
$126,685
Previous $114 Million
10.87%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.8MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio