Cherry Tree Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 31 shares of EFG stock, worth $3,248. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 31
-0.0%
Holding current value
$3,248
Previous $3.34 Million
10.07%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EFG
# of Institutions
1,073Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$959 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$763 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$706 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio