Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 115,734 shares of BSV stock, worth $8.91 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
115,734
Previous 120,044
3.59%
Holding current value
$8.91 Million
Previous $9.21 Billion
1.09%
% of portfolio
2.16%
Previous 2.31%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.13 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.24 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.71 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio