Cherry Tree Wealth Management, LLC Financial Sector Spdr Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
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 $10,722. This represents 0.0% of its overall portfolio holdings.
Number of Shares
221
Previous 221
-0.0%
Holding current value
$10,722
Previous $10 Million
6.64%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
2,045Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.29 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.45 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.74 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.08 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$960 Million0.22% of portfolio