Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 14 shares of IDV stock, worth $397. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14
Previous 14
-0.0%
Holding current value
$397
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
477Shares Held
77MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$305 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$194 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$153 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$107 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$75.5 Million0.02% of portfolio