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 $477,295. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,784
Previous 5,784
-0.0%
Holding current value
$477,295
Previous $474 Million
0.91%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,334Shares Held
283MCall Options Held
32.3KPut Options Held
9.6K-
Kingstone Capital Partners Texas, LLC Frisco, TX45.6MShares$3.76 Billion0.6% of portfolio
-
Morgan Stanley New York, NY33.6MShares$2.77 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$986 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$942 Million0.07% of portfolio