Cherry Tree Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 316 shares of FNDE stock, worth $11,426. This represents 0.0% of its overall portfolio holdings.
Number of Shares
316
Previous 316
-0.0%
Holding current value
$11,426
Previous $9.73 Million
7.18%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
428Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.35 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$90.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$80.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$80.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.77MShares$64.1 Million2.61% of portfolio