Cherry Tree Wealth Management, LLC Ishares Short Term National Mu Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 4,600 shares of SUB stock, worth $485,621. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,504
2.13%
Holding current value
$485,621
Previous $471 Million
3.73%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
826Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$631 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio