Cherry Tree Wealth Management, LLC Ishares Msci Eafe Min Vol Fact Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,077 shares of EFAV stock, worth $474,735. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,077
Previous 6,573
7.55%
Holding current value
$474,735
Previous $504 Million
14.77%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding EFAV
# of Institutions
523Shares Held
53.6MCall Options Held
7.2KPut Options Held
100-
Bank Of America Corp Charlotte, NC23MShares$1.79 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$357 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.12MShares$166 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.71MShares$133 Million0.04% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.67MShares$130 Million5.32% of portfolio