Cassady Schiller Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding DMXF
# of Institutions
226Shares Held
8.93MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.49MShares$104 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$64.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$54.6 Million6.08% of portfolio
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Syntrinsic LLC Denver, CO504KShares$35.3 Million12.07% of portfolio
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Lpl Financial LLC Fort Mill, SC425KShares$29.8 Million0.01% of portfolio