Cherry Tree Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 855 shares of XLV stock, worth $121,726. This represents 0.03% of its overall portfolio holdings.
Number of Shares
855
Previous 855
-0.0%
Holding current value
$121,726
Previous $125 Million
7.68%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,967Shares Held
198MCall Options Held
14.9MPut Options Held
14.4M-
Bank Of America Corp Charlotte, NC33.2MShares$4.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.81 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$973 Million0.33% of portfolio
-
Envestnet Asset Management Inc5.81MShares$827 Million0.24% of portfolio