Cherry Tree Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
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 34 shares of EFG stock, worth $3,901. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 34
-0.0%
Holding current value
$3,901
Previous $3.81 Million
1.68%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,120Shares Held
81.3MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
-
Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
-
Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
-
Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio