Cherry Tree Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,002 shares of PHO stock, worth $71,643. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,002
Previous 1,002
-0.0%
Holding current value
$71,643
Previous $70.1 Million
3.15%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PHO
# of Institutions
433Shares Held
13.2MCall Options Held
5.1KPut Options Held
8.8K-
Bank Of America Corp Charlotte, NC1.64MShares$117 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.44MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC908KShares$64.9 Million0.02% of portfolio
-
1832 Asset Management L.P. Toronto, A6516KShares$36.9 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL447KShares$32 Million0.01% of portfolio