Cherry Tree Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 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 $9,925. This represents 0.0% of its overall portfolio holdings.
Number of Shares
316
Previous 316
-0.0%
Holding current value
$9,925
Previous $9.18 Million
6.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.82 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$101 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$73.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$63.4 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$55.3 Million2.57% of portfolio