Cherry Tree Wealth Management »

Appian Corp cl a shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Appian Corp cl a (APPN) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Appian Corp cl a

Tip: Access up to 7 years of quarterly data

All positions including Appian Corp cl a held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Appian Corp cl a by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0k 200 39.95
2023-12-31 $7.5k 200 37.66
2023-09-30 $9.1k 200 45.61
2023-06-30 $9.5k 200 47.60

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Appian Corp cl a

Abdiel Capital Advisors
Vanguard Group
BlackRock
Hawk Ridge Management
Baillie Gifford & Co
First Trust Advisors
Geode Capital Management
Morgan Stanley
D. E. Shaw & Co
Northern Trust
Mirae Asset Global Investments
Charles Schwab Investment Management
Susquehanna International
Citadel Advisors
Goldman Sachs Group

View all funds holding Appian Corp cl a