Cherry Tree Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
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 194 shares of SPAB stock, worth $5,003. This represents 0.0% of its overall portfolio holdings.
Number of Shares
194
Previous 426
54.46%
Holding current value
$5,003
Previous $10.9 Million
54.02%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio