Cherry Tree Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Put Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding NUBD
# of Institutions
111Shares Held
12.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$40.1 Million0.0% of portfolio
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First Pacific Financial931KShares$20.6 Million6.37% of portfolio
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Cambridge Investment Research Advisors, Inc.913KShares$20.2 Million0.07% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$15.2 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC593KShares$13.1 Million0.0% of portfolio