Cherry Tree Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 12 shares of XLY stock, worth $2,770. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12
Previous 12
-0.0%
Holding current value
$2,770
Previous $2.61 Million
10.28%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,498Shares Held
88.4MCall Options Held
5.17MPut Options Held
12.2M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio