Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,143 shares of VPU stock, worth $536,478. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,143
Previous 3,143
-0.0%
Holding current value
$536,478
Previous $547 Million
6.11%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
637Shares Held
17.9MCall Options Held
77.8KPut Options Held
29.6K-
Wealthfront Advisers LLC4.58MShares$782 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$191 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$170 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$168 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio