Cherry Tree Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 31 shares of EFG stock, worth $3,090. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 31
-0.0%
Holding current value
$3,090
Previous $3.17 Million
5.23%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EFG
# of Institutions
964Shares Held
134MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.51 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$767 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$626 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$591 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$541 Million5.34% of portfolio