Cherry Tree Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 174,169 shares of VTIP stock, worth $8.5 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
174,169
Previous 175,596
0.81%
Holding current value
$8.5 Million
Previous $8.41 Billion
0.53%
% of portfolio
2.12%
Previous 2.11%
Shares
5 transactions
Others Institutions Holding VTIP
# of Institutions
764Shares Held
119MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$180 Million0.02% of portfolio