Cherry Tree Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 618,764 shares of SPSB stock, worth $18.4 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
618,764
Previous 609,227
1.57%
Holding current value
$18.4 Million
Previous $18.1 Billion
3.55%
% of portfolio
4.44%
Previous 4.54%
Shares
6 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.1 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$569 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio