Cherry Tree Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,203 shares of IYW stock, worth $198,928. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,203
Previous 1,203
-0.0%
Holding current value
$198,928
Previous $181 Million
0.74%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.78 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$969 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$748 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$706 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$684 Million0.29% of portfolio