Cherry Tree Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 94,168 shares of VYM stock, worth $12.6 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
94,168
Previous 95,602
1.5%
Holding current value
$12.6 Million
Previous $12.3 Billion
1.97%
% of portfolio
2.97%
Previous 2.91%
Shares
7 transactions
Others Institutions Holding VYM
# of Institutions
1,922Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio