Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,461 shares of IBTG stock, worth $102,112. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,461
Previous 3,804
17.27%
Holding current value
$102,112
Previous $87.7 Million
15.97%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.8 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.3 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.4 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.3 Million1.1% of portfolio