Cassady Schiller Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 11,192 shares of ITOT stock, worth $1.41 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,192
Previous 11,192
-0.0%
Holding current value
$1.41 Million
Previous $1.41 Million
2.42%
% of portfolio
0.54%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding ITOT
# of Institutions
1,538Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.97 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.15 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.49 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.33 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.14 Billion0.41% of portfolio