Cherry Tree Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,570 shares of SPTM stock, worth $115,740. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,570
Previous 1,570
-0.0%
Holding current value
$115,740
Previous $110 Million
1.96%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
665Shares Held
92.6MCall Options Held
11.9KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.4MShares$619 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$256 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$248 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$223 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.67MShares$197 Million0.06% of portfolio