Cherry Tree Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 15,685 shares of USMV stock, worth $1.47 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,685
Previous 16,198
3.17%
Holding current value
$1.47 Million
Previous $1.35 Billion
2.73%
% of portfolio
0.33%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding USMV
# of Institutions
1,263Shares Held
202MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.99 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.49 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$958 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$926 Million0.58% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$561 Million1.63% of portfolio