Cherry Tree Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 $7,988. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$7,988
Previous $7.24 Million
5.38%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
436Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.22 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$515 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$422 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$208 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$203 Million0.42% of portfolio