Cherry Tree Wealth Management, LLC Ishares Short Term National Mu Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,504 shares of SUB stock, worth $475,307. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,504
Previous 4,504
-0.0%
Holding current value
$475,307
Previous $472 Million
0.17%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
822Shares Held
67.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$737 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$637 Million1.6% of portfolio
-
Envestnet Asset Management Inc5.98MShares$631 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.6MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$266 Million0.38% of portfolio