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

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 4,638 shares of FNDA stock, worth $275,589. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,638
Previous 4,638 -0.0%
Holding current value
$275,589
Previous $265 Million 3.7%
% of portfolio
0.06%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
407
Shares Held
120M
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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