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
COGNEX CORP COM 551 $2,759 59 0.00 0.00 0 0.00 06-30-2024
ZIMMER BIOMET HOLDINGS INC COM 552 $2,714 25 0.00 0.00 0 0.00 06-30-2024
VANECK ETF TRUST SEMICONDUCTR ETF 553 $2,607 10 0.00 0.00 0 0.00 06-30-2024
SIRIUS XM HOLDINGS INC COM 554 $2,604 920 0.00 0.00 0 0.00 06-30-2024
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