Cherry Tree Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 537 shares of XLRE stock, worth $21,990. This represents 0.0% of its overall portfolio holdings.
Number of Shares
537
Previous 537
-0.0%
Holding current value
$21,990
Previous $22.2 Million
1.71%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
840Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio