Cherry Tree Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 209 shares of MOAT stock, worth $17,940. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 209
-0.0%
Holding current value
$17,940
Previous $20.3 Million
4.36%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MOAT
# of Institutions
723Shares Held
98.9MCall Options Held
37.6KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio