Cherry Tree Wealth Management, LLC Ishares Short Term National Mu Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,255 shares of SUB stock, worth $451,157. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,255
Previous 4,600
7.5%
Holding current value
$451,157
Previous $488 Million
8.12%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
902Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$826 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$663 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$662 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$372 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$284 Million0.38% of portfolio