Cherry Tree Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF 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 400 Mid Cap Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 209 shares of MDYV stock, worth $17,944. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 209
-0.0%
Holding current value
$17,944
Previous $15.2 Million
8.94%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MDYV
# of Institutions
371Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$546 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$119 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$100 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$59.3 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$49.9 Million0.14% of portfolio