Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 83,393 shares of SPLV stock, worth $5.9 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
83,393
Previous 100,787
17.26%
Holding current value
$5.9 Million
Previous $6.55 Billion
8.62%
% of portfolio
1.42%
Previous 1.64%
Shares
6 transactions
Others Institutions Holding SPLV
# of Institutions
769Shares Held
65.3MCall Options Held
24.8KPut Options Held
320K-
Bank Of America Corp Charlotte, NC8.57MShares$606 Million0.05% of portfolio
-
Morgan Stanley New York, NY8.21MShares$581 Million0.04% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK4.49MShares$318 Million4.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$208 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$123 Million0.03% of portfolio