Cherry Tree Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,784 shares of SHY stock, worth $480,766. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,784
Previous 5,784
-0.0%
Holding current value
$480,766
Previous $474 Million
0.91%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,314Shares Held
236MCall Options Held
106KPut Options Held
47K-
Morgan Stanley New York, NY34.5MShares$2.87 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.27 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$949 Million0.07% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$767 Million2.21% of portfolio