Cherry Tree Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 15,274 shares of USMV stock, worth $1.43 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,274
Previous 15,685
2.62%
Holding current value
$1.43 Million
Previous $1.32 Billion
5.9%
% of portfolio
0.33%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding USMV
# of Institutions
1,281Shares Held
200MCall Options Held
10.6KPut Options Held
27K-
Morgan Stanley New York, NY21.8MShares$2.04 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.52 Billion0.13% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$957 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$926 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.36MShares$501 Million0.22% of portfolio