Cherry Tree Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 27,558 shares of AGG stock, worth $2.72 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
27,558
Previous 31,841
13.45%
Holding current value
$2.72 Million
Previous $3.12 Billion
14.22%
% of portfolio
0.67%
Previous 0.78%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
1,929Shares Held
1.03BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.73 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.54 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.35 Billion1.52% of portfolio