Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 128,118 shares of IBDS stock, worth $3.09 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
128,118
Previous 110,770
15.66%
Holding current value
$3.09 Million
Previous $2.64 Billion
15.32%
% of portfolio
0.76%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
335Shares Held
81.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$174 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$132 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$119 Million0.03% of portfolio
-
Capital Advisors Inc3.5MShares$84.5 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.16MShares$76.4 Million0.01% of portfolio