Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,389 shares of IBTJ stock, worth $95,021. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,389
Previous 3,580
22.6%
Holding current value
$95,021
Previous $79.1 Million
18.28%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBTJ
# of Institutions
151Shares Held
17MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.6 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL833KShares$18 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC822KShares$17.8 Million0.0% of portfolio
-
Ubs Group Ag745KShares$16.1 Million0.0% of portfolio