Cherry Tree Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 458 shares of VO stock, worth $126,229. This represents 0.03% of its overall portfolio holdings.
Number of Shares
458
Previous 440
4.09%
Holding current value
$126,229
Previous $116 Million
4.21%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,167Shares Held
175MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.14 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.43 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.99 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.25 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.03 Billion0.14% of portfolio