Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHERRY TREE WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 592 | 374,289,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERBRAND INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARTIN MARIETTA MATLS INC | COM | 602 | $499 | 1 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 603 | $472 | 3 | 0.00 | 0.00 | -24 | -88.89 | 12-31-2023 |
| GARMIN LTD | SHS | 604 | $450 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
