Cassady Schiller Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 16,851 shares of VOT stock, worth $4.18 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
16,851
Previous 16,157
4.3%
Holding current value
$4.18 Million
Previous $3.81 Million
1.55%
% of portfolio
1.64%
Previous 1.7%
Shares
12 transactions
Others Institutions Holding VOT
# of Institutions
944Shares Held
38.7MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$770 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$607 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$588 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$517 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$449 Million0.04% of portfolio