Cherry Tree Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 $17,192. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 209
-0.0%
Holding current value
$17,192
Previous $16.6 Million
0.93%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MDYV
# of Institutions
397Shares Held
29.4MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$523 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.34MShares$110 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$91.3 Million0.04% of portfolio
-
Tiaa Trust, National Association Charlotte, NC811KShares$66.7 Million0.2% of portfolio
-
Lutz Financial Services LLC695KShares$57.1 Million4.5% of portfolio