Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 758 shares of IBTM stock, worth $17,259. This represents 0.0% of its overall portfolio holdings.
Number of Shares
758
Previous 758
-0.0%
Holding current value
$17,259
Previous $16.8 Million
3.11%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBTM
# of Institutions
77Shares Held
9.9MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.98MShares$45.1 Million3.26% of portfolio
-
Ubs Group Ag1.64MShares$37.2 Million0.01% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA937KShares$21.3 Million1.81% of portfolio
-
Confluence Investment Management LLC426KShares$9.71 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL423KShares$9.63 Million0.0% of portfolio