Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 280,648 shares of BND stock, worth $20.2 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
280,648
Previous 282,234
0.56%
Holding current value
$20.2 Million
Previous $20.3 Billion
3.66%
% of portfolio
5.0%
Previous 5.11%
Shares
6 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$7.97 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.2 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.59 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.4 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.57 Billion0.07% of portfolio