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 917 shares of SPEM stock, worth $36,331. This represents 0.01% of its overall portfolio holdings.
Number of Shares
917
Previous 1,440
36.32%
Holding current value
$36,331
Previous $54.2 Million
30.22%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
788Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$911 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$731 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$382 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$250 Million1.61% of portfolio
-
State Street Corp Boston, MA5.7MShares$226 Million0.01% of portfolio