Cassady Schiller Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,878 shares of SCZ stock, worth $187,501. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,878
Previous 2,878 -0.0%
Holding current value
$187,501
Previous $194,000 10.31%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
SELL
$56.15 - $61.67 $258,290 - $283,682
-4,600 Reduced 61.51%
2,878 $162,000
Q2 2023

Aug 10, 2023
SELL
$57.9 - $61.26 $42,151 - $44,597
-728 Reduced 8.87%
7,478 $441,000
Q3 2022

Nov 09, 2022
SELL
$48.3 - $59.56 $9,660 - $11,912
-200 Reduced 2.38%
8,206 $400,000
Q2 2022

Aug 11, 2022
BUY
$54.29 - $67.38 $2,443 - $3,032
45 Added 0.54%
8,406 $459,000
Q1 2022

May 12, 2022
BUY
$61.01 - $73.65 $183 - $220
3 Added 0.04%
8,361 $555,000
Q4 2021

Feb 09, 2022
BUY
$70.21 - $77.4 $586,815 - $646,909
8,358 New
8,358 $611,000

Others Institutions Holding SCZ

# of Institutions
776
Shares Held
96.1M
Call Options Held
10.8K
Put Options Held
4.7K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email