Cassady Schiller Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 145 shares of IUSG stock, worth $20,907. This represents 0.01% of its overall portfolio holdings.
Number of Shares
145
Previous 145
-0.0%
Holding current value
$20,907
Previous $18,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IUSG
# of Institutions
740Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.65 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.15 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$1.02 Billion0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$312 Million0.09% of portfolio