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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | 451 | $7,306 | 81 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | MSCI USA VALUE | 452 | $7,243 | 70 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CITIZENS FINL GROUP INC | COM | 453 | $7,116 | 198 | 0.00 | 0.00 | 180 | 1000.00 | 06-30-2024 |
| TYLER TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
