Cherry Tree Wealth Management, LLC Utilities Sector Spdr Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,636 shares of XLU stock, worth $509,246. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,636
Previous 6,636
-0.0%
Holding current value
$509,246
Previous $452 Million
18.55%
% of portfolio
0.13%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding XLU
# of Institutions
1,484Shares Held
160MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.03 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$662 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$432 Million0.21% of portfolio
-
Bessemer Group Inc Woodbridge, NJ5.19MShares$399 Million0.69% of portfolio