Cherry Tree Wealth Management, LLC Select Sector Spdr Fund Health Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
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 $123,385. This represents 0.03% of its overall portfolio holdings.
Number of Shares
855
Previous 855
-0.0%
Holding current value
$123,385
Previous $125 Million
5.67%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,924Shares Held
202MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.31 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.95 Billion0.17% of portfolio
-
Morgan Stanley New York, NY12MShares$1.73 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$1.01 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$963 Million0.47% of portfolio