Cherry Tree Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 694,466 shares of SPIB stock, worth $23.2 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
694,466
Previous 715,032
2.88%
Holding current value
$23.2 Million
Previous $23.4 Billion
3.26%
% of portfolio
5.68%
Previous 5.88%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$295 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$239 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$198 Million0.05% of portfolio