Cherry Tree Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,118 shares of SPDW stock, worth $39,398. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,118
Previous 1,118
-0.0%
Holding current value
$39,398
Previous $39.2 Million
7.07%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
955Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$961 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.39% of portfolio