Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter 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 2028 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,331 shares of IBTI stock, worth $51,561. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,331
Previous 2,317
0.6%
Holding current value
$51,561
Previous $52.1 Million
2.1%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBTI
# of Institutions
172Shares Held
33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$43.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$38.9 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.57MShares$34.8 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.32MShares$29.1 Million0.01% of portfolio