Cherry Tree Wealth Management, LLC Energy Sector Spdr Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 75 shares of XLE stock, worth $6,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$6,166
Previous $6.43 Million
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,177Shares Held
230MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.29 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.17 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$864 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$772 Million0.17% of portfolio