Cherry Tree Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 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 $112,415. This represents 0.03% of its overall portfolio holdings.
Number of Shares
855
Previous 855
-0.0%
Holding current value
$112,415
Previous $118 Million
6.13%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
2,027Shares Held
201MCall Options Held
9.84MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC34.1MShares$4.49 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.67 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.59 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.94MShares$912 Million0.41% of portfolio
-
Envestnet Asset Management Inc6.47MShares$851 Million0.32% of portfolio