Cherry Tree Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 50,002 shares of VNQ stock, worth $4.42 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
50,002
Previous 50,558
1.1%
Holding current value
$4.42 Million
Previous $4.93 Billion
9.57%
% of portfolio
1.1%
Previous 1.17%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.32 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.09 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.04 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$909 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$848 Million0.07% of portfolio