Cassady Schiller Wealth Management, LLC Vanguard Value ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 257,182 shares of VTV stock, worth $44.6 Million. This represents 17.48% of its overall portfolio holdings.
Number of Shares
257,182
Previous 234,787
9.54%
Holding current value
$44.6 Million
Previous $38.2 Million
7.89%
% of portfolio
17.48%
Previous 17.11%
Shares
12 transactions
Others Institutions Holding VTV
# of Institutions
2,232Shares Held
528MCall Options Held
142KPut Options Held
224K-
Bank Of America Corp Charlotte, NC115MShares$20 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.85 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.06 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.52 Billion0.24% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.48 Billion1.15% of portfolio