Cherry Tree Wealth Management, LLC Proshares Tr Ultrashort S&P 50 Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Proshares Tr Ultrashort S&P 50 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 50 shares of SDS stock, worth $963. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$963
Previous $1.15 Million
10.42%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SDS
# of Institutions
78Shares Held
4.58MCall Options Held
234KPut Options Held
184K-
Integrated Advisors Network LLC Palos Verdes Estates, CA1.1MShares$21.2 Million1.09% of portfolio
-
Envestnet Asset Management Inc425KShares$8.19 Million0.0% of portfolio
-
Bedell Frazier Investment Counseling, LLC414KShares$7.98 Million2.05% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ409KShares$7.88 Million0.1% of portfolio
-
Legacy Capital Wealth Partners, LLC Little Rock, AR335KShares$6.46 Million1.21% of portfolio