Cherry Tree Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi Put Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding IBHH
# of Institutions
42Shares Held
3.06MCall Options Held
0Put Options Held
0-
Baltimore Washington Financial Advisors, Inc.871KShares$20.3 Million1.15% of portfolio
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New Edge Advisors, LLC New Orleans, LA548KShares$12.8 Million0.09% of portfolio
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Lbmc Investment Advisors, LLC251KShares$5.86 Million0.47% of portfolio
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Commonwealth Equity Services, LLC170KShares$3.97 Million0.01% of portfolio
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Monumental Financial Group Inc.129KShares$3.02 Million1.15% of portfolio