Cherry Tree Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 95,602 shares of VYM stock, worth $12.8 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
95,602
Previous 98,580
3.02%
Holding current value
$12.8 Million
Previous $11.7 Billion
4.83%
% of portfolio
2.91%
Previous 2.94%
Shares
6 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$721 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$672 Million0.21% of portfolio