Cherry Tree Wealth Management, LLC Msci Eafe Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,919 shares of EFV stock, worth $549,611. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,919
Previous 9,994
0.75%
Holding current value
$549,611
Previous $544 Million
3.23%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
976Shares Held
235MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.39 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$792 Million0.88% of portfolio
-
Us Bancorp \De\12.3MShares$683 Million0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$507 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$442 Million0.03% of portfolio