Cassady Schiller Wealth Management, LLC Purchases and Sells in Q2 2024

Cassady Schiller Wealth Management, LLC

  • $236 Million
  • Q2 2024

Top Buys

Incresed Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
11.5K
+ 27.35%
$322.46 - $377.11 $3.71M - $4.34M
53.6K $20M
22.4K
+ 9.54%
$154.57 - $163.65 $3.46M - $3.66M
257K $41.3M
3.2K
+ 8.24%
$455.1 - $504.28 $1.46M - $1.62M
42.1K $21M
49.8K
+ 44.83%
$24.03 - $26.3 $1.2M - $1.31M
161K $4.16M
2K
+ 1352.7%
$414.65 - $485.21 $830K - $971K
2.15K $1.03M
9.91K
+ 18.66%
$47.83 - $52.72 $474K - $523K
63K $3.3M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
25.4K
New
$131.85 - $172.97 $3.35M - $4.39M
25.4K $3.35M
1.5K
New
$140.99 - $207.82 $211K - $312K
1.5K $214K
3.16K
New
$11.15 - $18.86 $35.3K - $59.7K
3.16K $40K
377
New
$63.04 - $68.93 $23.8K - $26K
377 $24K
366
New
$50.97 - $55.8 $18.7K - $20.4K
366 $20K
180
New
$73.13 - $75.43 $13.2K - $13.6K
180 $13K
View all

Top Sells

Reduced Positions

93 operations
Stock Shares change Price Range Shares Held Trade History
-18.9K
- 16.43%
$49.93 - $50.33 $945K - $953K
96.3K $4.85M
-8.28K
- 9.97%
$38.45 - $43.95 $318K - $364K
74.7K $2.97M
-2.45K
- 63.35%
$154.56 - $173.19 $379K - $425K
1.42K $242K
-6.28K
- 14.13%
$44.06 - $45.49 $277K - $286K
38.2K $1.71M
-569
- 40.85%
$396.73 - $420.24 $226K - $239K
824 $335K
-1.66K
- 50.92%
$151.94 - $186.86 $252K - $310K
1.6K $293K
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-93
Closed
$58.37 - $63.9 $5.43K - $5.94K
0 $0
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 94 Reductions 93 Sold out 1 Options Calls 0 Puts 0
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