Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
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 $17,805. This represents 0.0% of its overall portfolio holdings.
Number of Shares
758
Previous 758
-0.0%
Holding current value
$17,805
Previous $17.2 Million
1.01%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBTM
# of Institutions
58Shares Held
7.22MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.72MShares$40.4 Million3.0% of portfolio
-
Ubs Group Ag1.43MShares$33.5 Million0.01% of portfolio
-
Stratos Wealth Partners, Ltd.512KShares$12 Million0.19% of portfolio
-
Confluence Investment Management LLC430KShares$10.1 Million0.14% of portfolio
-
Truist Financial Corp356KShares$8.36 Million0.01% of portfolio