Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Call Options Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DHS
# of Institutions
243Shares Held
6.02MCall Options Held
0Put Options Held
0-
Cwm, LLC879KShares$85.4 Million0.34% of portfolio
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Wells Fargo & Company San Francisco, CA490KShares$47.6 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC388KShares$37.7 Million0.02% of portfolio
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Linscomb & Williams, Inc. Houston, TX360KShares$34.9 Million1.7% of portfolio
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Cetera Investment Advisers Schaumburg, IL351KShares$34.1 Million0.07% of portfolio