Cherry Tree Wealth Management, LLC Ishares Msci Usa Value Factor 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 Value Factor stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 70 shares of VLUE stock, worth $7,623. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$7,623
Previous $7.58 Million
4.47%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
53.8MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.05 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$489 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$403 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$276 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$274 Million0.09% of portfolio