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 |
