Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,143 shares of VPU stock, worth $550,810. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,143
Previous 3,143
-0.0%
Holding current value
$550,810
Previous $514 Million
4.52%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
663Shares Held
13.1MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$209 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$161 Million0.01% of portfolio
-
Envestnet Asset Management Inc643KShares$113 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$108 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO611KShares$107 Million0.09% of portfolio