Cherry Tree Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,410 shares of SPY stock, worth $2.04 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
3,410
Previous 3,498
2.52%
Holding current value
$2.04 Million
Previous $1.9 Billion
2.78%
% of portfolio
0.46%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding SPY
# of Institutions
4,523Shares Held
575MCall Options Held
276MPut Options Held
404M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.8 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35MShares$20.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.51 Billion0.07% of portfolio