Cherry Tree Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 70 shares of VLUE stock, worth $7,833. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$7,833
Previous $7.63 Million
3.14%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
466Shares Held
51.7MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.25 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$513 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$387 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$206 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$190 Million0.06% of portfolio