Cherry Tree Wealth Management, LLC New Holdings in Q3 2024

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
39.8K
New
$30.74 - $34.07 $1.22M - $1.36M
39.8K $1.36B
HBAN
Huntington Bancshares Inc

Financial Services
9.2K
New
$12.84 - $15.15 $118K - $139K
9.2K $135M
Ishares Tr
1.18K
New
N/A
1.18K $31.5M
MU
Micron Technology Inc

Technology
231
New
$86.27 - $136.82 $19.9K - $31.6K
231 $24M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
788
New
$28.45 - $30.18 $22.4K - $23.8K
788 $23.7M
BBUS
J P Morgan Exchg Traded Fd

ETFs
208
New
$93.22 - $103.58 $19.4K - $21.5K
208 $21.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
757
New
$25.23 - $27.94 $19.1K - $21.2K
757 $21M
BWX
Spdr Bloomberg International T

ETFs
884
New
$21.34 - $23.47 $18.9K - $20.7K
884 $20.6M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
446
New
$32.7 - $36.14 $14.6K - $16.1K
446 $16M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
109
New
$114.73 - $120.23 $12.5K - $13.1K
109 $13M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
454
New
$25.73 - $28.81 $11.7K - $13.1K
454 $12.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
167
New
$63.46 - $71.43 $10.6K - $11.9K
167 $11.8M
Ishares Tr
326
New
N/A
326 $8.76M
TDIV
First Trust Nasdaq Technology

ETFs
65
New
$70.51 - $81.07 $4.58K - $5.27K
65 $5.22M
VDE
Vanguard Energy ETF

ETFs
38
New
$117.44 - $131.06 $4.46K - $4.98K
38 $4.65M
MPW
Medical Properties Trust Inc

Real Estate
639
New
$4.03 - $6.38 $2.58K - $4.08K
639 $3.74M
Amentum Holdings Inc
75
New
N/A
75 $2.42M
Siriusxm Holdings Inc
92
New
N/A
92 $2.18M
PSTG
Pure Storage, Inc.

Technology
43
New
$45.73 - $67.71 $1.97K - $2.91K
43 $2.16M
ANET
Arista Networks, Inc.

Technology
4
New
$311.42 - $388.21 $1.25K - $1.55K
4 $1.54M
VST
Vistra Corp.

Utilities
10
New
$69.0 - $119.06 $690 - $1.19K
10 $1.19M
NRG
Nrg Energy, Inc.

Utilities
11
New
$68.89 - $91.22 $758 - $1K
11 $1M
Te Connectivity PLC
3
New
N/A
3 $453K
Activity Summary
Buys All Purchases 107 New Holdings 24 Increased Positions 83 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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