Cherry Tree Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,091 shares of VFMF stock, worth $276,283. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,091
Previous 2,162
3.28%
Holding current value
$276,283
Previous $265 Million
3.03%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VFMF
# of Institutions
67Shares Held
1.09MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO311KShares$41.1 Million4.21% of portfolio
-
Envestnet Asset Management Inc211KShares$27.9 Million0.01% of portfolio
-
Opus Capital Group, LLC107KShares$14.1 Million1.74% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX76.7KShares$10.1 Million1.39% of portfolio
-
Raymond James & Associates St Petersburg, FL60.5KShares$7.99 Million0.0% of portfolio