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 |
|---|---|---|---|---|---|---|---|---|---|
| CLOROX CO DEL | COM | 301 | $30,433 | 223 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE TR | HEDGED HI YLD BD | 302 | $29,599 | 1,354 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COMCAST CORP NEW | CL A | 303 | $29,449 | 752 | 0.00 | 0.00 | -101 | -11.84 | 06-30-2024 |
| VERIZON COMMUNICATIONS INC | COM | 304 | $29,240 | 709 | 0.00 | 0.00 | 1 | 0.14 | 06-30-2024 |
