Cherry Tree Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,118 shares of SPDW stock, worth $41,064. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,118
Previous 1,118
-0.0%
Holding current value
$41,064
Previous $42 Million
9.13%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,044Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio