Cherry Tree Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
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 $2,369. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12
Previous 12
-0.0%
Holding current value
$2,369
Previous $2.41 Million
11.98%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,462Shares Held
82.4MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$736 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$585 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$527 Million0.2% of portfolio