Cherry Tree Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 $24,926. This represents 0.01% of its overall portfolio holdings.
Number of Shares
419
Previous 713
41.23%
Holding current value
$24,926
Previous $42.5 Million
42.01%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XT
# of Institutions
260Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$2.01 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$53.4 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$44.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$42.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$26.3 Million0.01% of portfolio