Cherry Tree Wealth Management, LLC Ishares National Muni Bond ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
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 9,916 shares of MUB stock, worth $1.07 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,916
Previous 11,221
11.63%
Holding current value
$1.07 Million
Previous $1.2 Billion
9.9%
% of portfolio
0.26%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,509Shares Held
304MCall Options Held
506KPut Options Held
427K-
Bank Of America Corp Charlotte, NC25.6MShares$2.77 Billion0.23% of portfolio
-
Envestnet Asset Management Inc19.2MShares$2.08 Billion0.69% of portfolio
-
Betterment LLC New York, NY16.9MShares$1.83 Billion4.41% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$1.36 Billion1.36% of portfolio
-
Wealthfront Advisers LLC9.74MShares$1.05 Billion3.29% of portfolio