Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CHERRY TREE WEALTH MANAGEMENT LLC | 08-06-2024 | 06-30-2024 | 596 | 398,129,370 |
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 |