Cherry Tree Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 609,227 shares of SPSB stock, worth $18.4 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
609,227
Previous 629,454
3.21%
Holding current value
$18.4 Million
Previous $18.7 Billion
3.44%
% of portfolio
4.54%
Previous 4.71%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.03 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$539 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.2MShares$217 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$155 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$151 Million0.08% of portfolio