A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,993 shares of EPP stock, worth $140,850. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,993
Previous 3,396 11.87%
Holding current value
$140,850
Previous $145 Million 11.48%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$40.54 - $45.26 $16,337 - $18,239
-403 Reduced 11.87%
2,993 $129 Million
Q2 2023

Aug 09, 2023

BUY
$41.32 - $44.93 $140,322 - $152,582
3,396 New
3,396 $143 Million

Others Institutions Holding EPP

About ISHARES INC


  • Ticker EPP
  • Sector ETFs
  • Industry ETFs
More about EPP
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.