Cherry Tree Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,191 shares of IWP stock, worth $416,265. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,191
Previous 3,191
-0.0%
Holding current value
$416,265
Previous $352 Million
6.29%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,081Shares Held
103MCall Options Held
63.3KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.47 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.41 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$815 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$663 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$575 Million0.53% of portfolio