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
$3,000 0.0% of portfolio
130
Q4 2024 Added 100.0%
$52.2B
$3,000 0.0% of portfolio
46
Q1 2024 Reduced 81.3%
$0
$2,000 0.0% of portfolio
50
Q1 2024 Added 400.0%
$0
$2,000 0.0% of portfolio
106
Q4 2024 Added 100.0%
$0
$2,000 0.0% of portfolio
14
Q1 2024 New
$0
$1,000 0.0% of portfolio
9
Q1 2024 New
$0
$1,000 0.0% of portfolio
22
Q4 2024 New
$0
$1,000 0.0% of portfolio
34
Q4 2022 New
$0
$1,000 0.0% of portfolio
12
Q1 2024 New
$0
$1,000 0.0% of portfolio
35
Q4 2022 New
$0
$1,000 0.0% of portfolio
6
Q1 2023 New
$0
$1,000 0.0% of portfolio
52
Q4 2024 Added 246.67%
$0
$1,000 0.0% of portfolio
40
Q4 2024 New
$0
$1,000 0.0% of portfolio
15
Q4 2022 New
$0
$1,000 0.0% of portfolio
27
Q1 2024 New
$0
$0 0.0% of portfolio
42
Q1 2024 New
$0
$0 0.0% of portfolio
12
Q4 2024 Added 200.0%
$0
$0 0.0% of portfolio
20
Q4 2023 New
$0
$0 0.0% of portfolio
6
Q4 2024 New
$0
$0 0.0% of portfolio
14
Q1 2024 New
$0
$0 0.0% of portfolio
9
Q4 2024 New
$0
$0 0.0% of portfolio
3
Q1 2024 New
$0
$0 0.0% of portfolio
3
Q3 2024 New
$0
$0 0.0% of portfolio
25
Q2 2024 Reduced 72.83%
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