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New York Mortgage Tr shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of New York Mortgage Tr (NYMT) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr 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 New York Mortgage Tr by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $43 6 7.33
2023-12-31 $52 6 8.67
2023-09-30 $51 6 8.50
2023-06-30 $60 6 10.00

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 New York Mortgage Tr

BlackRock
Vanguard Group
Allspring Global Investments Holdings
Geode Capital Management
Charles Schwab Investment Management
Balyasny Asset Management
Brandywine Global Investment Management
Northern Trust
Wolverine Asset Management
Morgan Stanley
Mirae Asset Global Investments
Bank of New York Mellon
EMG Holdings
Van Eck Associates Corp.
Principal Financial Group

View all funds holding New York Mortgage Tr