Cassady Schiller Wealth Management, LLC Ishares Core High Dividend ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 285 shares of HDV stock, worth $34,245. This represents 0.01% of its overall portfolio holdings.
Number of Shares
285
Previous 285
-0.0%
Holding current value
$34,245
Previous $33,000
6.06%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HDV
# of Institutions
856Shares Held
42.4MCall Options Held
1.4MPut Options Held
16.5K-
Bank Of America Corp Charlotte, NC4.5MShares$541 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$396 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$332 Million0.11% of portfolio
-
Ubs Group Ag1.42MShares$171 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$154 Million0.03% of portfolio