Cherry Tree Wealth Management, LLC Ishares Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,210 shares of ICLN stock, worth $37,236. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,210
Previous 3,192
0.56%
Holding current value
$37,236
Previous $42.5 Million
10.91%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding ICLN
# of Institutions
560Shares Held
45.7MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$74.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$37.8 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$31.6 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$19.2 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$17.5 Million3.66% of portfolio