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Alerus Finl shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Alerus Finl (ALRS) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Alerus Finl

Tip: Access up to 7 years of quarterly data

All positions including Alerus Finl held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alerus Finl by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 830 21.83
2023-12-31 $19k 830 22.39
2023-09-30 $13k 730 18.18
2023-06-30 $13k 730 17.98

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 Alerus Finl

Alerus Financial
Vanguard Group
Brown Advisory Holdings Incorporated
Dimensional Fund Advisors
Endeavour Capital Advisors
Charles Schwab Investment Management
Mairs and Power
Bank of New York Mellon
Thomas Stevens, CFA"
Sippican Capital Adivsors
Wealth Forward
Goldman Sachs Group
Barclays
Bank of America Corporation
Two Sigma Advisers

View all funds holding Alerus Finl