A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 115 shares of SLYV stock, worth $10,191. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Previous 115 -0.0%
Holding current value
$10,191
Previous $9.01 Million 10.87%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$76.01 - $82.53 $1,064 - $1,155
-14 Reduced 10.85%
115 $9.01 Million
Q1 2024

May 01, 2024

BUY
$77.43 - $82.98 $1,084 - $1,161
14 Added 12.17%
129 $10.7 Million
Q2 2023

Aug 09, 2023

BUY
$71.23 - $78.02 $8,191 - $8,972
115 New
115 $8.88 Million

Others Institutions Holding SLYV

About SPDR S&P 600 SMALL CAP VALUE E


  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.