Cherry Tree Wealth Management, LLC Msci Eafe Value 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 Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,871 shares of EFV stock, worth $516,154. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,871
Previous 9,919
0.48%
Holding current value
$516,154
Previous $526 Million
7.94%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.82 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$766 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$692 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$668 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$644 Million0.92% of portfolio