Cherry Tree Wealth Management, LLC Ishares Short Term National Mu Call Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SUB
# of Institutions
827Shares Held
68.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$747 Million0.06% of portfolio
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Mercer Global Advisors Inc Denver, CO6.31MShares$665 Million1.47% of portfolio
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Envestnet Asset Management Inc5.98MShares$629 Million0.21% of portfolio
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Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
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Sei Investments CO Oaks, PA2.64MShares$278 Million0.38% of portfolio