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
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.8 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.5 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.2 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$58 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$53.1 Million0.01% of portfolio