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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 501 | $4,747 | 14 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JOHNSON OUTDOORS INC | CL A | 502 | $4,730 | 135 | 0.00 | 0.00 | 2 | 1.50 | 06-30-2024 |
| BIO-TECHNE CORP | COM | 503 | $4,586 | 64 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EOG RES INC | COM | 504 | $4,532 | 36 | 0.00 | 0.00 | -31 | -46.27 | 06-30-2024 |
