Cherry Tree Wealth Management, LLC Msci Eafe Value 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 Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,669 shares of EFV stock, worth $575,015. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,669
Previous 9,871
2.05%
Holding current value
$575,015
Previous $568 Million
10.66%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding EFV
# of Institutions
1,095Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.45 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.02 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$852 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$761 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$749 Million0.63% of portfolio