Cassady Schiller Wealth Management, LLC SCHWAB CHARLES FAMILY FD Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024
Number of Shares
3,382,476
Previous 13,626,401 75.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
N/A
-10,243,925 Reduced 75.18%
3,382,476 $0
Q3 2024

Nov 06, 2024
BUY
N/A
3,888,624 Added 39.93%
13,626,401 $0
Q2 2024

Aug 12, 2024
BUY
N/A
9,737,777 New
9,737,777 $0
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