Cherry Tree Wealth Management, LLC Financial Sector Spdr Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 $11,211. This represents 0.0% of its overall portfolio holdings.
Number of Shares
221
Previous 221
-0.0%
Holding current value
$11,211
Previous $9.09 Million
10.24%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,837Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.82 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.71 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.9 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$893 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$866 Million0.26% of portfolio