Cherry Tree Wealth Management, LLC Spdr Portfolio S&P 500 Value E 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 500 Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 259 shares of SPYV stock, worth $13,613. This represents 0.0% of its overall portfolio holdings.
Number of Shares
259
Previous 259
-0.0%
Holding current value
$13,613
Previous $13 Million
2.71%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.95 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.04 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$467 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$386 Million6.14% of portfolio