Cassady Schiller Wealth Management, LLC Purchases and Sells in Q4 2024

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

Top Buys

Incresed Positions

243 operations
Stock Shares change Price Range Shares Held Trade History
14.2K
+ 20.49%
$378.79 - $428.11 $5.37M - $6.07M
83.4K $34.2M
59.1K
+ 32.04%
$25.36 - $28.15 $1.5M - $1.66M
244K $6.18M
6
+ 0.02%
$162.14 - $213.79 $973 - $1.28K
25.4K $5.07M
719
+ 1.67%
$521.84 - $558.82 $375K - $402K
43.7K $23.6M
775
+ 12.93%
$180.88 - $232.93 $140K - $181K
6.77K $1.48M
72.2K
+ 112.05%
$27.45 - $55.56 $1.98M - $4.01M
137K $3.87M
View all

New Holdings

686 operations
Stock Shares change Price Range Shares Held Trade History
246
New
$129.87 - $162.87 $31.9K - $40.1K
246 $36K
276
New
$78.43 - $87.17 $21.6K - $24.1K
276 $22K
476
New
$42.41 - $47.31 $20.2K - $22.5K
476 $20K
247
New
$58.59 - $66.14 $14.5K - $16.3K
247 $14K
81
New
$148.45 - $199.05 $12K - $16.1K
81 $13K
1.09K
New
$11.35 - $14.51 $12.3K - $15.8K
1.09K $12K
View all

Top Sells

Reduced Positions

56 operations
Stock Shares change Price Range Shares Held Trade History
-2.18K
- 2.51%
$161.05 - $179.7 $350K - $391K
84.4K $14.2M
-69
- 0.28%
$182.7 - $226.47 $12.6K - $15.6K
24.5K $4.47M
-1.77K
- 9.75%
$75.1 - $82.99 $133K - $147K
16.4K $1.24M
-5.43K
- 8.06%
$40.38 - $44.35 $219K - $241K
62K $2.54M
-3.86K
- 4.81%
$50.28 - $51.08 $194K - $197K
76.4K $3.86M
-286
- 3.94%
$406.35 - $454.46 $116K - $130K
6.98K $2.94M
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-74
Closed
$64.62 - $71.43 $4.78K - $5.29K
0 $0

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
ISHARES TR
8.5K
New
N/A
8.5K $0
Activity Summary
Buys All Purchases 929 New Holdings 686 Increased Positions 243 Sells All Sells 57 Reductions 56 Sold out 1 Options Calls 1 Puts 0
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