Cherrydale Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History
Cherrydale Wealth Management, LLC
- $256 Million
- Q4 2024
A detailed history of Cherrydale Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 36,292 shares of GOVT stock, worth $834,716. This represents 0.33% of its overall portfolio holdings.
Number of Shares
36,292
Previous 32,076
13.14%
Holding current value
$834,716
Previous $752,000
10.77%
% of portfolio
0.33%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding GOVT
# of Institutions
844Shares Held
1.18BCall Options Held
20.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.75 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.6 Billion1.09% of portfolio
-
Envestnet Asset Management Inc71.5MShares$1.65 Billion0.55% of portfolio
-
Truist Financial Corp67MShares$1.54 Billion2.45% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.14 Billion0.09% of portfolio