Cherry Tree Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
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 $71,262. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,002
Previous 1,002
-0.0%
Holding current value
$71,262
Previous $65 Million
8.67%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PHO
# of Institutions
420Shares Held
12.5MCall Options Held
46.3KPut Options Held
25.1K-
Bank Of America Corp Charlotte, NC1.63MShares$116 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.36MShares$96.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC681KShares$48.4 Million0.02% of portfolio
-
Ubs Group Ag652KShares$46.3 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A6502KShares$35.7 Million0.06% of portfolio