Cherry Tree Wealth Management, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 7,363 shares of TOTL stock, worth $295,329. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,363
Previous 6,881
7.0%
Holding current value
$295,329
Previous $273 Million
11.53%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding TOTL
# of Institutions
353Shares Held
63.6MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.49MShares$301 Million7.18% of portfolio
-
Morgan Stanley New York, NY5.24MShares$210 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.15MShares$126 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$102 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.35MShares$94.2 Million6.5% of portfolio