Cherry Tree Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 31 shares of EFG stock, worth $3,141. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 31
-0.0%
Holding current value
$3,141
Previous $3.22 Million
1.43%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EFG
# of Institutions
961Shares Held
135MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.55 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.47MShares$758 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$637 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$601 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$550 Million5.34% of portfolio