Cherry Tree Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 426 shares of SPAB stock, worth $10,701. This represents 0.0% of its overall portfolio holdings.
Number of Shares
426
Previous 370
15.14%
Holding current value
$10,701
Previous $9.67 Million
10.07%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
506Shares Held
270MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$659 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$410 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$324 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$289 Million0.1% of portfolio