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Value $
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$404M
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Signature - Title
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Jane Bortnem - CCO
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Location
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Minnetonka, MN
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Summary
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This page shows a list of all the recent 13F filings made by Cherry Tree Wealth Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Cherry Tree Wealth Management, LLC reported 644 stock holdings with total value $404M as of Q4 2024. Top holdings included SPIB, BND, SPSB, VTV, and IVV.