Cherry Tree Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 370 shares of SPAB stock, worth $9,335. This represents 0.0% of its overall portfolio holdings.
Number of Shares
370
Previous 277
33.57%
Holding current value
$9,335
Previous $6.95 Million
39.17%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
488Shares Held
249MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY9.17MShares$231 Million0.54% of portfolio