Cherry Tree Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 117,712 shares of VTEB stock, worth $5.92 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
117,712
Previous 112,775
4.38%
Holding current value
$5.92 Million
Previous $5.53 Billion
6.59%
% of portfolio
1.29%
Previous 1.29%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio