Cherry Tree Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,570 shares of SPTM stock, worth $109,774. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,570
Previous 1,570
-0.0%
Holding current value
$109,774
Previous $101 Million
3.43%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$614 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$241 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$207 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$185 Million0.06% of portfolio