Cherry Tree Wealth Management, LLC Sells in Q3 2024

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
-1.15K
- 9.14%
$76.84 - $91.03 $88.5K - $105K
11.5K $1.03B
EFV
Msci Eafe Value ETF

ETFs
-48
- 0.48%
$51.72 - $57.96 $2.48K - $2.78K
9.87K $568M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2
- 0.02%
$91.37 - $101.65 $183 - $203
9.32K $948M
SPY
Spdr S&P 500 ETF Trust

ETFs
-88
- 2.52%
$517.38 - $573.86 $45.5K - $50.5K
3.41K $1.96B
IEFA
Ishares Tr

ETFs
-635
- 3.14%
$70.09 - $78.74 $44.5K - $50K
19.6K $1.53B
VPU
Vanguard Utilities ETF

ETFs
-86
- 2.66%
$146.64 - $174.54 $12.6K - $15K
3.14K $547M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-411
- 2.62%
$83.76 - $91.82 $34.4K - $37.7K
15.3K $1.39B
AXP
American Express CO

Financial Services
-82
- 3.02%
$225.92 - $271.17 $18.5K - $22.2K
2.64K $715M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-183
- 1.06%
$113.41 - $125.62 $20.8K - $23K
17.1K $2.15B
DHS
Wisdomtree Tr U.S

ETFs
-52
- 0.29%
$83.9 - $93.83 $4.36K - $4.88K
17.9K $1.68B
FNDC
Schwab Fundamental Intl Small

ETFs
-9.56K
- 5.14%
$33.85 - $38.5 $323K - $368K
176K $6.73B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.58K
- 1.04%
$38.51 - $41.69 $60.7K - $65.7K
150K $6.27B
DFAT
Dimensional ETF Tr U S Target

ETFs
-453
- 0.44%
$51.0 - $57.07 $23.1K - $25.9K
103K $5.75B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-808
- 0.88%
$66.31 - $74.08 $53.6K - $59.9K
91.2K $6.69B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.7K
- 1.91%
$31.05 - $34.29 $208K - $230K
344K $11.8B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-7.95K
- 1.14%
$32.36 - $33.78 $257K - $268K
687K $23.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.98K
- 3.02%
$117.9 - $128.2 $351K - $382K
95.6K $12.3B
IVV
Ishares Core S&P 500 ETF

ETFs
-204
- 0.88%
$520.18 - $576.82 $106K - $118K
23K $13.2B
VNQ
Vanguard Specialized Funds Van

ETFs
-484
- 0.95%
$82.97 - $98.97 $40.2K - $47.9K
50.6K $4.93B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.8K
- 3.02%
$179.99 - $201.6 $323K - $362K
57.7K $11.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.59K
- 0.56%
$71.45 - $75.64 $113K - $120K
281K $21.1B
VB
Vanguard Small Cap ETF

ETFs
-135
- 0.32%
$214.77 - $237.72 $29K - $32.1K
41.7K $9.89B
VTV
Vanguard Value ETF

ETFs
-1.75K
- 1.72%
$159.75 - $174.57 $279K - $305K
99.7K $17.4B
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
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email