Cherry Tree Wealth Management, LLC Ishares Morningstar Small Cap Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 76 shares of ISCG stock, worth $4,081. This represents 0.0% of its overall portfolio holdings.
Number of Shares
76
Previous 76
-0.0%
Holding current value
$4,081
Previous $3.46 Million
7.64%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ISCG
# of Institutions
130Shares Held
7.21MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$58.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$22.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$20.8 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.378KShares$20.3 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$19.1 Million0.01% of portfolio