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 $115,012. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,671
Previous 4,638
20.85%
Holding current value
$115,012
Previous $255 Million
14.15%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
419Shares Held
121MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.09 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$40.2 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.5 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31.4 Million3.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$28 Million0.01% of portfolio