Cherry Tree Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 224,165 shares of FNDF stock, worth $10 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
224,165
Previous 225,076
0.4%
Holding current value
$10 Million
Previous $8.13 Billion
10.29%
% of portfolio
2.09%
Previous 1.96%
Shares
9 transactions
Others Institutions Holding FNDF
# of Institutions
759Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio