Cherry Tree Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,083 shares of VFMF stock, worth $284,308. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,083
Previous 2,091
0.38%
Holding current value
$284,308
Previous $273 Million
0.24%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VFMF
# of Institutions
71Shares Held
1.25MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO305KShares$41.7 Million4.28% of portfolio
-
Envestnet Asset Management Inc211KShares$28.8 Million0.01% of portfolio
-
Opus Capital Group, LLC106KShares$14.5 Million1.76% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX76.7KShares$10.5 Million1.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL73KShares$9.97 Million0.0% of portfolio