CTWM
FCO

Cherry Tree Wealth Management’s abrdn Global Income Fund FCO Stock Holding History

Cherry Tree Wealth Management’s Portfolio FCO Stock Details FCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-350
Closed -$1.02K – 591
2025
Q4 		$1.02K Hold
350
– – ﹤0.01% 538
2025
Q3 		$1.04K Hold
350
– – ﹤0.01% 542
2025
Q2 		$2.24K Hold
350
– – ﹤0.01% 527
2025
Q1 		$2.1K Hold
350
– – ﹤0.01% 625
2024
Q4 		$2.06K Hold
350
– – ﹤0.01% 540
2024
Q3 		$2.1K Hold
350
– – ﹤0.01% 533
2024
Q2 		$2.03K Hold
350
– – ﹤0.01% 517
2024
Q1 		$1.9K Hold
350
– – ﹤0.01% 513
2023
Q4 		$2.26K Sell
350
-350
-50% -$2.13K ﹤0.01% 493
2023
Q3 		$4.19K Hold
700
– – ﹤0.01% 422
2023
Q2 		$4.17K Buy
+700
New +$3.67K ﹤0.01% 427

Other funds holding FCO

OC
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Citadel Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $126M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return