Cherry Tree Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,002 shares of VFMF stock, worth $243,763. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,002
Previous 2,002
-0.0%
Holding current value
$243,763
Previous $230 Million
10.49%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VFMF
# of Institutions
65Shares Held
1.13MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO317KShares$38.6 Million4.5% of portfolio
-
Envestnet Asset Management Inc262KShares$31.9 Million0.01% of portfolio
-
Opus Capital Group, LLC96.8KShares$11.8 Million1.79% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.83.8KShares$10.2 Million2.82% of portfolio
-
Umb Bank, N.A.61.5KShares$7.49 Million0.13% of portfolio