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 $118,132. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,671
Previous 4,638 20.85%
Holding current value
$118,132
Previous $255 Million 14.15%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
427
Shares Held
122M
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