Cherry Tree Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 888 shares of IYW stock, worth $129,674. This represents 0.04% of its overall portfolio holdings.
Number of Shares
888
Previous 1,203
26.18%
Holding current value
$129,674
Previous $182 Million
22.34%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,244Shares Held
84.3MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$855 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$746 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$633 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$628 Million0.06% of portfolio