Cherry Tree Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 $17,641. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 209
-0.0%
Holding current value
$17,641
Previous $15.9 Million
4.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MDYV
# of Institutions
359Shares Held
27.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$537 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$144 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$98.5 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$58.3 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$49.9 Million0.13% of portfolio