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 |
|---|---|---|---|---|---|---|---|---|---|
| COPART INC | COM | 651 | $434 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DEFINITIVE HEALTHCARE CORP | CLASS A COM | 652 | $421 | 77 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INTERCONTINENTAL EXCHANGE IN | COM | 653 | $411 | 3 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UNITED PARCEL SERVICE INC | CL B | 654 | $411 | 3 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
