Cherry Tree Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 220,409 shares of FNDF stock, worth $7.87 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
220,409
Previous 222,216
0.81%
Holding current value
$7.87 Million
Previous $8.3 Billion
11.85%
% of portfolio
1.81%
Previous 1.97%
Shares
7 transactions
Others Institutions Holding FNDF
# of Institutions
621Shares Held
304MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.28 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$598 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$399 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$332 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$223 Million0.01% of portfolio