Cherry Tree Wealth Management, LLC Msci Eafe Value 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 Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,622 shares of EFV stock, worth $676,041. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,622
Previous 9,731
1.12%
Holding current value
$676,041
Previous $618 Million
5.66%
% of portfolio
0.14%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding EFV
# of Institutions
1,252Shares Held
351MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio