Cherry Tree Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 259 shares of SPYV stock, worth $13,496. This represents 0.0% of its overall portfolio holdings.
Number of Shares
259
Previous 259
-0.0%
Holding current value
$13,496
Previous $13.7 Million
3.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,042Shares Held
428MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.16 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.06 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$655 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$500 Million0.04% of portfolio