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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

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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
2024-03-31 $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)
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 At&t

Vanguard Group
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Bank of New York Mellon
Northern Trust
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
FMR
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Ameriprise Financial
Dimensional Fund Advisors

View all funds holding At&t