Cherry Tree Wealth Management, LLC Energy Sector Spdr Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 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 $6,396. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$6,396
Previous $7.01 Million
9.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,130Shares Held
235MCall Options Held
59.3MPut Options Held
118M-
Bank Of America Corp Charlotte, NC26.6MShares$2.27 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.54 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.26 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.1 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$896 Million0.08% of portfolio