Cherrydale Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Cherrydale Wealth Management, LLC
- $256 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
999Shares Held
138MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.53 Billion0.9% of portfolio
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Jones Financial Companies Lllp7.69MShares$775 Million0.85% of portfolio
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Lpl Financial LLC Fort Mill, SC6.28MShares$633 Million0.31% of portfolio
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Jpmorgan Chase & CO New York, NY5.93MShares$597 Million0.05% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$546 Million5.34% of portfolio