Cherry Tree Wealth Management, LLC Vanguard Financial ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,103 shares of VFH stock, worth $138,845. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,103
Previous 1,103
-0.0%
Holding current value
$138,845
Previous $110 Million
10.04%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
713Shares Held
52.8MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.95 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$346 Million0.02% of portfolio
-
Ubs Group Ag1.88MShares$237 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$191 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$172 Million0.03% of portfolio