Cherry Tree Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 419 shares of XT stock, worth $25,705. This represents 0.01% of its overall portfolio holdings.
Number of Shares
419
Previous 419
-0.0%
Holding current value
$25,705
Previous $24.7 Million
3.48%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XT
# of Institutions
252Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.1 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$55.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$45.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.9 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.4 Million0.01% of portfolio