A detailed history of Cherry Tree Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 221 shares of XLF stock, worth $10,826. This represents 0.0% of its overall portfolio holdings.

Number of Shares
221
Previous 221 -0.0%
Holding current value
$10,826
Previous $9.09 Million 10.24%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$31.45 - $37.72 $31,450 - $37,720
-1,000 Reduced 81.9%
221 $8.31 Million
Q2 2023

Aug 09, 2023

BUY
$31.55 - $33.71 $38,522 - $41,159
1,221 New
1,221 $41.2 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.