Cherry Tree Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 370 shares of SPAB stock, worth $9,231. This represents 0.0% of its overall portfolio holdings.
Number of Shares
370
Previous 277
33.57%
Holding current value
$9,231
Previous $6.95 Million
39.17%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$654 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$376 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$322 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio