Cherry Tree Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 158,441 shares of VTIP stock, worth $7.93 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
158,441
Previous 155,659
1.79%
Holding current value
$7.93 Million
Previous $7.54 Billion
4.9%
% of portfolio
1.91%
Previous 1.87%
Shares
8 transactions
Others Institutions Holding VTIP
# of Institutions
859Shares Held
174MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$929 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC14.9MShares$743 Million0.3% of portfolio
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Sei Investments CO Oaks, PA8.71MShares$436 Million0.58% of portfolio
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Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio
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Goldman Sachs Group Inc New York, NY6.12MShares$306 Million0.05% of portfolio