Cherry Tree Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
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 158,441 shares of VTIP stock, worth $7.96 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
158,441
Previous 155,659
1.79%
Holding current value
$7.96 Million
Previous $7.54 Billion
4.9%
% of portfolio
1.91%
Previous 1.87%
Shares
8 transactions
Others Institutions Holding VTIP
# of Institutions
835Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Jpmorgan Chase & CO New York, NY21.1MShares$1.06 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$434 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$358 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$343 Million2.21% of portfolio
-
Valmark Advisers, Inc.6MShares$301 Million4.58% of portfolio