Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 14 shares of IDV stock, worth $380. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14
Previous 14
-0.0%
Holding current value
$380
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
480Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$292 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$186 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$146 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$102 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$72.3 Million0.02% of portfolio