Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 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 $436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14
Previous 14
-0.0%
Holding current value
$436
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
501Shares Held
78.5MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$331 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$206 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$168 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$120 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$84.4 Million0.01% of portfolio