Cherry Tree Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 217,188 shares of FNDF stock, worth $7.71 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
217,188
Previous 213,829
1.57%
Holding current value
$7.71 Million
Previous $7.61 Billion
0.08%
% of portfolio
1.91%
Previous 1.91%
Shares
5 transactions
Others Institutions Holding FNDF
# of Institutions
581Shares Held
292MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$4.84 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$591 Million1.4% of portfolio
-
Regions Financial Corp10.4MShares$367 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$296 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$227 Million0.06% of portfolio