Cherry Tree Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,671 shares of FNDA stock, worth $118,279. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,671
Previous 4,638 20.85%
Holding current value
$118,279
Previous $255 Million 14.15%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$54.26 - $60.01 $52,469 - $58,029
-967 Reduced 20.85%
3,671 $219 Million
Q2 2023

Aug 09, 2023
BUY
$46.06 - $50.45 $213,626 - $233,987
4,638 New
4,638 $234 Million

Others Institutions Holding FNDA

# of Institutions
427
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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