Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,416 shares of IBTK stock, worth $46,942. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,416
Previous 1,592
51.76%
Holding current value
$46,942
Previous $30.7 Million
57.77%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBTK
# of Institutions
98Shares Held
11.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.99MShares$38.6 Million0.01% of portfolio
-
Atwood & Palmer Inc1.02MShares$19.8 Million1.41% of portfolio
-
Farmer Steven Patrick850KShares$16.5 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC666KShares$12.9 Million0.0% of portfolio
-
Waycross Investment Management CO Bellingham, WA542KShares$10.5 Million10.0% of portfolio