Cherry Tree Wealth Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 11,292 shares of SUSB stock, worth $280,606. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,292
Previous 13,096
13.78%
Holding current value
$280,606
Previous $329 Million
15.35%
% of portfolio
0.07%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SUSB
# of Institutions
338Shares Held
31MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY3.07MShares$76.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.24MShares$55.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.11MShares$27.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$21.7 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6801KShares$19.9 Million0.0% of portfolio