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At&t shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of At&t (T) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in At&t

Tip: Access up to 7 years of quarterly data

All positions including At&t 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 At&t by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 13k 22.00
2024-06-30 $279k 15k 19.11
2024-03-31 $257k 15k 17.60
2023-12-31 $245k 15k 16.78
2023-09-30 $227k 15k 15.02
2023-06-30 $241k 15k 15.95

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)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding At&t

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Bank of New York Mellon
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Goldman Sachs Group
Charles Schwab Investment Management
Dimensional Fund Advisors

View all funds holding At&t