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

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

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 7,342 shares of FNDA stock, worth $202,712. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,342
Previous 7,342 -0.0%
Holding current value
$202,712
Previous $218 Million 7.78%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$29.26 - $59.11 $107,413 - $216,992
3,671 Added 100.0%
7,342 $218 Million
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
455
Shares Held
247M
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
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email