Cherry Tree Wealth Management, LLC Ishares Morningstar Small Cap 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 ISCG
# of Institutions
130Shares Held
7.21MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$58.1 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO423KShares$22.7 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC388KShares$20.8 Million0.0% of portfolio
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Avantax Advisory Services, Inc.378KShares$20.3 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC355KShares$19 Million0.01% of portfolio