Cherry Tree Wealth Management, LLC Energy Sector Spdr Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 75 shares of XLE stock, worth $6,149. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$6,149
Previous $6.43 Million
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,174Shares Held
229MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.28 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.17 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$861 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$770 Million0.17% of portfolio