Cherry Tree Wealth Management, LLC Energy Sector Spdr Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 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 $6,901. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$6,901
Previous $6.36 Million
5.35%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,120Shares Held
209MCall Options Held
56.5MPut Options Held
125M-
Bank Of America Corp Charlotte, NC23.3MShares$2.14 Billion0.15% of portfolio
-
Morgan Stanley New York, NY15.3MShares$1.41 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY10.6MShares$973 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$960 Million0.18% of portfolio
-
Jpmorgan Chase & CO New York, NY9.87MShares$908 Million0.06% of portfolio