Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2030 Ter Call Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Atwood & Palmer Inc1.02MShares$19.8 Million1.41% of portfolio
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Farmer Steven Patrick850KShares$16.5 Million0.28% of portfolio
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Bank Of America Corp Charlotte, NC666KShares$12.9 Million0.0% of portfolio
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Waycross Investment Management CO Bellingham, WA542KShares$10.5 Million10.0% of portfolio