Cherry Tree Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,381 shares of SDY stock, worth $312,125. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,381
Previous 2,381
-0.0%
Holding current value
$312,125
Previous $303 Million
11.68%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,266Shares Held
67.8MCall Options Held
51KPut Options Held
46.5K-
Bank Of America Corp Charlotte, NC7.69MShares$1.01 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$615 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$367 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$323 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$317 Million0.07% of portfolio