Cherry Tree Wealth Management, LLC Consumer Staples Sector Spdr Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,254 shares of XLP stock, worth $247,434. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,254
Previous 2,630
23.73%
Holding current value
$247,434
Previous $207 Million
28.54%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XLP
# of Institutions
1,386Shares Held
175MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio