Cherrydale Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History
Cherrydale Wealth Management, LLC
- $249 Million
- Q1 2025
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 40,542 shares of GOVT stock, worth $935,709. This represents 0.37% of its overall portfolio holdings.
Number of Shares
40,542
Previous 36,292
11.71%
Holding current value
$935,709
Previous $833,000
11.52%
% of portfolio
0.37%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding GOVT
# of Institutions
857Shares Held
1.2BCall Options Held
20.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC424MShares$9.78 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.61 Billion1.09% of portfolio
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Envestnet Asset Management Inc74.1MShares$1.71 Billion0.57% of portfolio
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Truist Financial Corp69.6MShares$1.61 Billion2.61% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.14 Billion0.09% of portfolio