Cherry Tree Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,322 shares of ESGV stock, worth $989,437. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,322
Previous 9,324
0.02%
Holding current value
$989,437
Previous $901 Million
5.18%
% of portfolio
0.22%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
-
Visa Foundation1.72MShares$183 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$131 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$87.2 Million0.01% of portfolio