CTWM
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Cherry Tree Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2
Closed -$337 614
2025
Q1
$337 Hold
2
﹤0.01% 739
2024
Q4
$370 Buy
+2
New +$370 ﹤0.01% 624