Cherry Tree Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
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 635,280 shares of SPSB stock, worth $19.1 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
635,280
Previous 619,278
2.58%
Holding current value
$19.1 Million
Previous $18.5 Billion
3.41%
% of portfolio
4.61%
Previous 4.58%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
613Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio