Cassady Schiller Wealth Management, LLC ETFs

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$275,000 0.1% of portfolio
3,092
Q4 2024 Reduced 9.83%
$0
$272,000 0.1% of portfolio
1,319
Q4 2022 Reduced 91.81%
$0
$266,000 0.1% of portfolio
626
Q4 2022 Reduced 0.16%
$0
$252,000 0.09% of portfolio
949
Q2 2023 Reduced 9.19%
$0
$251,000 0.09% of portfolio
1,140
Q3 2024 Reduced 3.31%
$0
$251,000 0.09% of portfolio
6,222
Q3 2023 Reduced 21.01%
$0
$249,000 0.09% of portfolio
3,107
Q4 2024 Added 0.03%
$0
$248,000 0.09% of portfolio
2,500
Q3 2023 New
$0
$241,000 0.09% of portfolio
1,039
Q4 2024 Added 2.57%
$0
$234,000 0.09% of portfolio
2,739
Q4 2024 Reduced 20.01%
$0
$227,000 0.08% of portfolio
567
Q3 2024 Added 10.53%
$0
$223,000 0.08% of portfolio
3,242
Q4 2024 Added 4,887.69%
$0
$223,000 0.08% of portfolio
4,493
Q4 2022 New
$0
$221,000 0.08% of portfolio
1,244
Q4 2024 Reduced 12.33%
$0
$200,000 0.07% of portfolio
2,268
Q4 2024 Reduced 2.2%
$0
$196,000 0.07% of portfolio
4,059
Q4 2024 Added 0.82%
$0
$180,000 0.07% of portfolio
317
Q4 2024 Reduced 43.49%
$0
$174,000 0.06% of portfolio
2,878
Q3 2023 Reduced 61.51%
$0
$166,000 0.06% of portfolio
2,721
Q4 2024 Reduced 18.24%
$0
$146,000 0.05% of portfolio
5,024
Q2 2024 Added 106.16%
$0
$141,000 0.05% of portfolio
2,460
Q4 2024 Reduced 41.46%
$0
$140,000 0.05% of portfolio
2,004
Q4 2024 Reduced 21.35%
$0
$136,000 0.05% of portfolio
486
Q3 2024 Reduced 6.0%
$0
$131,000 0.05% of portfolio
2,537
Q4 2024 Added 49.24%
$0
$128,000 0.05% of portfolio
1,463
Q4 2023 Reduced 40.6%
$0
$126,000 0.05% of portfolio
2,120
Q3 2024 New
$0
$125,000 0.05% of portfolio
2,392
Q2 2024 Reduced 35.32%
$0
$114,000 0.04% of portfolio
450
Q4 2022 New
$0
$83,000 0.03% of portfolio
3,691
Q4 2024 Added 40,911.11%
$0
$83,000 0.03% of portfolio
935
Q4 2024 Reduced 0.64%
$0
$80,000 0.03% of portfolio
2,269
Q3 2024 New
$0
$75,000 0.03% of portfolio
414
Q4 2024 Added 3.76%
$0
$72,000 0.03% of portfolio
1,484
Q4 2024 Added 5,200.0%
$0
$70,000 0.03% of portfolio
1,550
Q3 2024 Reduced 11.43%
$0
$67,000 0.02% of portfolio
354
Q4 2022 New
$0
$63,000 0.02% of portfolio
477
Q4 2022 New
$0
$62,000 0.02% of portfolio
592
Q1 2024 Added 31.56%
$0
$61,000 0.02% of portfolio
573
Q1 2024 Reduced 72.83%
$0
$59,000 0.02% of portfolio
900
Q1 2024 Added 200.0%
$0
$55,000 0.02% of portfolio
2,081
Q4 2024 Reduced 0.05%
$0
$51,000 0.02% of portfolio
650
Q4 2022 New
$0
$50,000 0.02% of portfolio
391
Q2 2024 Reduced 46.44%
$0
$50,000 0.02% of portfolio
2,053
Q3 2023 New
$0
$49,000 0.02% of portfolio
134
Q4 2022 Reduced 87.13%
$0
$46,000 0.02% of portfolio
600
Q1 2024 Added 200.0%
$0
$45,000 0.02% of portfolio
258
Q4 2022 New
$0
$44,000 0.02% of portfolio
824
Q3 2024 Reduced 27.85%
$0
$40,000 0.01% of portfolio
716
Q4 2022 New
$0
$36,000 0.01% of portfolio
1,350
Q4 2024 Added 200.0%
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