Cherry Tree Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 98,580 shares of VYM stock, worth $12.5 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
98,580
Previous 100,246
1.66%
Holding current value
$12.5 Million
Previous $12.1 Billion
3.6%
% of portfolio
2.94%
Previous 3.05%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.92 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.4 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.2 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$663 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$635 Million0.21% of portfolio