Cherry Tree Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 17,078 shares of ITOT stock, worth $2.22 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
17,078
Previous 17,261
1.06%
Holding current value
$2.22 Million
Previous $2.05 Billion
4.64%
% of portfolio
0.51%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding ITOT
# of Institutions
1,377Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.16 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.34 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.58 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio