Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,317 shares of IBTI stock, worth $50,904. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,317
Previous 1,857
24.77%
Holding current value
$50,904
Previous $40.5 Million
28.6%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
140Shares Held
19.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.45MShares$31.8 Million0.01% of portfolio
-
Atwood & Palmer Inc1.01MShares$22.2 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.2 Million0.55% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL957KShares$21 Million0.03% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY781KShares$17.2 Million8.01% of portfolio