Cherry Tree Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 70 shares of VLUE stock, worth $7,729. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$7,729
Previous $7.63 Million
3.14%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
460Shares Held
51.8MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.22 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$507 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$382 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$201 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$196 Million0.42% of portfolio