Cherry Tree Wealth Management, LLC Financial Sector Spdr Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

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 121 shares of XLF stock, worth $6,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares
121
Previous 221 45.25%
Holding current value
$6,466
Previous $10.7 Million 43.56%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$47.32 - $52.19 $4,732 - $5,219
-100 Reduced 45.25%
121 $6.03 Million
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

# of Institutions
2,112
Shares Held
1.01B
Call Options Held
180M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email