Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 120,044 shares of BSV stock, worth $9.34 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
120,044
Previous 115,526
3.91%
Holding current value
$9.34 Million
Previous $8.86 Billion
3.95%
% of portfolio
2.31%
Previous 2.23%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,219Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc50.3MShares$3.91 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.98 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.49 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.42 Billion0.12% of portfolio