Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,143 shares of VPU stock, worth $553,325. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,143
Previous 3,229
2.66%
Holding current value
$553,325
Previous $478 Million
14.53%
% of portfolio
0.13%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$182 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$169 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$125 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$118 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$108 Million0.05% of portfolio