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 $538,553. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,143
Previous 3,143
-0.0%
Holding current value
$538,553
Previous $547 Million
6.11%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
625Shares Held
17.4MCall Options Held
39.4KPut Options Held
20.4K-
Wealthfront Advisers LLC4.58MShares$785 Million0.62% of portfolio
-
Beacon Capital Management, Inc.994KShares$170 Million7.27% of portfolio
-
Morgan Stanley New York, NY963KShares$165 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$122 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$115 Million0.04% of portfolio