Cherry Tree Wealth Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 13,096 shares of SUSB stock, worth $324,387. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,096
Previous 12,409
5.54%
Holding current value
$324,387
Previous $304 Million
8.42%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SUSB
# of Institutions
309Shares Held
28MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.2 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.7 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18 Million0.0% of portfolio