Cherry Tree Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 370 shares of SPAB stock, worth $9,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares
370
Previous 277 33.57%
Holding current value
$9,412
Previous $6.95 Million 39.17%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$24.86 - $26.33 $2,311 - $2,448
93 Added 33.57%
370 $9.67 Million
Q4 2023

Feb 06, 2024
BUY
$23.71 - $25.74 $1,280 - $1,389
54 Added 24.22%
277 $7.1 Million
Q3 2023

Nov 14, 2023
SELL
$24.28 - $25.47 $7,114 - $7,462
-293 Reduced 56.78%
223 $5.43 Million
Q2 2023

Aug 09, 2023
BUY
$25.22 - $26.01 $13,013 - $13,421
516 New
516 $13.1 Million

Others Institutions Holding SPAB

# of Institutions
493
Shares Held
261M
Call Options Held
800
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

SPAB Quotes by TradingView
  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email