Cherry Tree Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,308 shares of MUB stock, worth $674,766. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,308
Previous 9,261
31.89%
Holding current value
$674,766
Previous $976 Million
32.51%
% of portfolio
0.15%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding MUB
# of Institutions
1,764Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio