Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CHERRY TREE WEALTH MANAGEMENT LLC 08-06-2024 06-30-2024 596 398,129,370
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PFIZER INC COM 151 $252,885 9,038 0.00 0.00 35 0.39 06-30-2024
VANECK ETF TRUST VANECK SHRT MUNI 152 $249,169 14,657 0.00 0.00 -2,961 -16.81 06-30-2024
WISDOMTREE TR US LARGECAP DIVD 153 $246,914 3,394 0.00 0.00 0 0.00 06-30-2024
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 154 $245,088 15,366 0.00 15,366 +Inf 06-30-2024
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