Cherry Tree Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 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 $16,084. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 209
-0.0%
Holding current value
$16,084
Previous $16.8 Million
3.93%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MDYV
# of Institutions
411Shares Held
26MCall Options Held
200Put Options Held
100-
Wealth Enhancement Advisory Services, LLC2.52MShares$194 Million0.39% of portfolio
-
North Rock Partners, LLC1.33MShares$102 Million3.45% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$99.3 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$87.4 Million0.04% of portfolio
-
Morgan Stanley New York, NY724KShares$55.8 Million0.0% of portfolio