Cherry Tree Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 164,344 shares of VTIP stock, worth $8.03 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
164,344
Previous 174,169
5.64%
Holding current value
$8.03 Million
Previous $8.45 Billion
4.14%
% of portfolio
1.92%
Previous 2.12%
Shares
6 transactions
Others Institutions Holding VTIP
# of Institutions
758Shares Held
140MCall Options Held
14.1KPut Options Held
7.6K-
Jpmorgan Chase & CO New York, NY19.3MShares$942 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY9.63MShares$471 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.28MShares$405 Million0.55% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.3MShares$210 Million7.93% of portfolio