Cherry Tree Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 40,882 shares of VGIT stock, worth $2.38 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
40,882
Previous 43,492
6.0%
Holding current value
$2.38 Million
Previous $2.53 Billion
2.47%
% of portfolio
0.59%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding VGIT
# of Institutions
743Shares Held
376MCall Options Held
25.2KPut Options Held
14.3K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.18 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC49.3MShares$2.88 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.25 Billion11.73% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$920 Million3.23% of portfolio