Cherry Tree Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 $17,175. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 209
-0.0%
Holding current value
$17,175
Previous $16.1 Million
3.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MDYV
# of Institutions
418Shares Held
24.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.14MShares$176 Million0.29% of portfolio
-
North Rock Partners, LLC1.37MShares$113 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$106 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$88.9 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO842KShares$69.2 Million0.07% of portfolio