Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 715 shares of IWY stock, worth $152,709. This represents 0.04% of its overall portfolio holdings.
Number of Shares
715
Previous 715
-0.0%
Holding current value
$152,709
Previous $139 Million
9.95%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.34 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.27 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$609 Million0.22% of portfolio