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 $35,726. This represents 0.01% of its overall portfolio holdings.
Number of Shares
917
Previous 1,440
36.32%
Holding current value
$35,726
Previous $54.2 Million
30.22%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$896 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$719 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$376 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$245 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$245 Million0.01% of portfolio