Cherry Tree Wealth Management, LLC Ishares Tresg Screened S&P Sma 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

No transaction found.

Others Institutions Holding XJR

# of Institutions

64

Shares Held

612K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

54.6K
Shares

$2.43 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.36 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.3 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.72 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.49 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.