Cherry Tree Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 $30,532. This represents 0.01% of its overall portfolio holdings.
Number of Shares
419
Previous 419
-0.0%
Holding current value
$30,532
Previous $24.1 Million
13.36%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XT
# of Institutions
289Shares Held
43.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.6MShares$2.52 Billion4.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC687KShares$50 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN642KShares$46.8 Million0.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI293KShares$21.3 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$21 Million0.0% of portfolio