Cherry Tree Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,079 shares of MTUM stock, worth $230,733. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,079
Previous 1,356
20.43%
Holding current value
$230,733
Previous $254 Million
17.23%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
759Shares Held
50MCall Options Held
132KPut Options Held
911K-
Envestnet Asset Management Inc7.96MShares$1.7 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.61 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$512 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$392 Million0.03% of portfolio
-
Assetmark, Inc1.69MShares$362 Million0.98% of portfolio