Cherry Tree Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 715,032 shares of SPIB stock, worth $23.4 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
715,032
Previous 679,974
5.16%
Holding current value
$23.4 Million
Previous $22.3 Billion
4.71%
% of portfolio
5.88%
Previous 5.96%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
513Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$958 Million0.53% of portfolio
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Ge Investment Management Corp. Norwalk, CT15.8MShares$517 Million49.05% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$408 Million0.56% of portfolio
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Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio