Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,918 shares of IBTL stock, worth $80,514. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,918
Previous 3,323
17.91%
Holding current value
$80,514
Previous $67.6 Million
18.89%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBTL
# of Institutions
114Shares Held
16.5MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.26MShares$46.4 Million0.01% of portfolio
-
True Private Wealth Advisors1.93MShares$39.6 Million4.82% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A81.82MShares$37.4 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC806KShares$16.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY721KShares$14.8 Million0.0% of portfolio