Cherry Tree Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 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 $68,466. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,002
Previous 1,002
-0.0%
Holding current value
$68,466
Previous $65.9 Million
1.93%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PHO
# of Institutions
418Shares Held
13.7MCall Options Held
32.7KPut Options Held
47.1K-
Bank Of America Corp Charlotte, NC1.66MShares$114 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.44MShares$98.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC827KShares$56.5 Million0.02% of portfolio
-
Ubs Group Ag608KShares$41.6 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A6501KShares$34.2 Million0.07% of portfolio