Cherry Tree Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,438 shares of SPLG stock, worth $1.17 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
17,438
Previous 17,438
-0.0%
Holding current value
$1.17 Million
Previous $1.07 Billion
4.01%
% of portfolio
0.28%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,093Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.87 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.16 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.92 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$911 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$756 Million0.06% of portfolio