Cherry Tree Wealth Management, LLC Vanguard Wellington Fd Us Mult Put Options Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VFMF

# of Institutions

71

Shares Held

1.25M

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

305K
Shares

$41.3 Million
4.28% of portfolio
Envestnet Asset Management Inc

211K
Shares

$28.6 Million
0.01% of portfolio
Opus Capital Group, LLC

106K
Shares

$14.3 Million
1.76% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

76.7K
Shares

$10.4 Million
1.39% of portfolio
Raymond James Financial Inc St. Petersburg, FL

73K
Shares

$9.89 Million
0.0% of portfolio

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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