Cherry Tree Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,310 shares of SDY stock, worth $306,999. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,310
Previous 2,381
2.98%
Holding current value
$306,999
Previous $338 Million
9.77%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SDY
# of Institutions
1,294Shares Held
72.3MCall Options Held
51KPut Options Held
46K-
Bank Of America Corp Charlotte, NC7.69MShares$1.02 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$623 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$400 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$372 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$334 Million15.22% of portfolio