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Tree shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Tree (TREE) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Tree

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

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Quarterly reported holdings in Tree by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $615k 11k 58.03
2024-06-30 $449k 11k 41.59
2024-03-31 $455k 11k 42.34
2023-12-31 $252k 8.3k 30.32

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Cornerstone Wealth Management

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Shenkman Capital Management
Emerald Advisers
Jacobs Levy Equity Management
Renaissance Technologies
Blue Grotto Capital
Emerald Mutual Fund Advisers, Trust
Geode Capital Management
Hennessy Advisors
G2 Investment Partners Management
Susquehanna International
Dimensional Fund Advisors
Acadian Asset Management
Assenagon Asset Management

View all funds holding Tree