Cherry Tree Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,203 shares of IYW stock, worth $193,683. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,203
Previous 1,203
-0.0%
Holding current value
$193,683
Previous $162 Million
11.43%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,126Shares Held
84.1MCall Options Held
73.8KPut Options Held
84.3K-
Envestnet Asset Management Inc10.7MShares$1.73 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.81MShares$935 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$741 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$707 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$665 Million0.29% of portfolio