Cherry Tree Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 16,851 shares of ITOT stock, worth $2.23 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
16,851
Previous 17,078
1.33%
Holding current value
$2.23 Million
Previous $2.15 Billion
1.03%
% of portfolio
0.54%
Previous 0.51%
Shares
7 transactions
Others Institutions Holding ITOT
# of Institutions
1,486Shares Held
300MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.3 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.2 Billion0.41% of portfolio