Cherry Tree Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 259 shares of SPYV stock, worth $13,276. This represents 0.0% of its overall portfolio holdings.
Number of Shares
259
Previous 259
-0.0%
Holding current value
$13,276
Previous $13.7 Million
3.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,086Shares Held
438MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.01 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.12 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.04 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$828 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$471 Million0.03% of portfolio