Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
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 $542,576. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,143
Previous 3,143
-0.0%
Holding current value
$542,576
Previous $547 Million
6.11%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
641Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$791 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$193 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$172 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$170 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$115 Million0.05% of portfolio