Cherry Tree Wealth Management, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Pimco ETF Tr 1 5 Yr High Yield stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 733 shares of HYS stock, worth $69,217. This represents 0.02% of its overall portfolio holdings.
Number of Shares
733
Previous 733
-0.0%
Holding current value
$69,217
Previous $70 Million
1.91%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HYS
# of Institutions
248Shares Held
8.31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY755KShares$71.3 Million0.01% of portfolio
-
Assetmark, Inc666KShares$62.9 Million0.17% of portfolio
-
Envestnet Asset Management Inc568KShares$53.6 Million0.02% of portfolio
-
Ubs Group Ag380KShares$35.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL307KShares$29 Million0.07% of portfolio