Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 157,381 shares of IBDT stock, worth $3.96 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
157,381
Previous 138,902
13.3%
Holding current value
$3.96 Million
Previous $3.46 Billion
12.69%
% of portfolio
0.98%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
288Shares Held
61.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$69.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.7 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.8 Million1.33% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$60.8 Million1.14% of portfolio