Cherry Tree Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,261 shares of ITOT stock, worth $2.27 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
17,261
Previous 17,150
0.65%
Holding current value
$2.27 Million
Previous $1.98 Billion
3.68%
% of portfolio
0.51%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,372Shares Held
303MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.42 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.33 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.63 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.39 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.16 Billion0.38% of portfolio