Cherry Tree Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 $378,452. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,191
Previous 3,191
-0.0%
Holding current value
$378,452
Previous $374 Million
8.07%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,226Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.33 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$864 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$618 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$538 Million0.55% of portfolio