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

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 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 7,342 shares of FNDA stock, worth $200,363. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,342
Previous 3,671 100.0%
Holding current value
$200,363
Previous $219 Million 0.29%
% 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
472
Shares Held
245M
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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