CTWM
FITE

Cherry Tree Wealth Management’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Cherry Tree Wealth Management’s Portfolio FITE Stock Details FITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$245 – 598
2023
Q2 		$245 Buy
+5
New +$232 ﹤0.01% 587

Other funds holding FITE

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UBS Group
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WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cherry Tree Wealth Management's FITE Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q3 2023, closing a stake of 5 shares — an estimated $245 sold.

Cherry Tree Wealth Management first reported a position in FITE in Q2 2023 and held it in 1 quarter. The position peaked at $245 in Q2 2023. 22 funds tracked by Wall St. Rank hold FITE as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 5 State Street SPDR S&P Kensho Future Security ETF shares in Q3 2023, an estimated $245.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's State Street SPDR S&P Kensho Future Security ETF position peaked at $245 in Q2 2023.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.