Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 78,063 shares of SPLV stock, worth $5.57 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
78,063
Previous 83,393
6.39%
Holding current value
$5.57 Million
Previous $5.98 Billion
8.65%
% of portfolio
1.35%
Previous 1.42%
Shares
7 transactions
Others Institutions Holding SPLV
# of Institutions
775Shares Held
67.7MCall Options Held
24.8KPut Options Held
320K-
Bank Of America Corp Charlotte, NC8.57MShares$612 Million0.05% of portfolio
-
Morgan Stanley New York, NY8.21MShares$586 Million0.04% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK4.57MShares$326 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$209 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$125 Million0.03% of portfolio