Cherry Tree Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 277 shares of SPAB stock, worth $7,038. This represents 0.0% of its overall portfolio holdings.
Number of Shares
277
Previous 277
-0.0%
Holding current value
$7,038
Previous $7 Million
0.76%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
489Shares Held
248MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$666 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$303 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$293 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$226 Million0.59% of portfolio