Cherry Tree Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 155,659 shares of VTIP stock, worth $7.65 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
155,659
Previous 164,344
5.28%
Holding current value
$7.65 Million
Previous $8.1 Billion
6.99%
% of portfolio
1.87%
Previous 1.92%
Shares
7 transactions
Others Institutions Holding VTIP
# of Institutions
806Shares Held
1.1BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$45.3 Billion99.4% of portfolio
-
Wealthfront Advisers LLC22.7MShares$1.12 Billion0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY21.1MShares$1.04 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$425 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$351 Million0.06% of portfolio