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 $992,699. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,322
Previous 9,324
0.02%
Holding current value
$992,699
Previous $901 Million
5.18%
% of portfolio
0.22%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
533Shares Held
31.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$717 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$126 Million0.37% of portfolio
-
Morgan Stanley New York, NY833KShares$88.7 Million0.01% of portfolio