A detailed history of Cassady Schiller Wealth Management, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 416 shares of LLY stock, worth $330,865. This represents 0.14% of its overall portfolio holdings.

Number of Shares
416
Previous 416 -0.0%
Holding current value
$330,865
Previous $376,000 2.13%
% of portfolio
0.14%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$592.2 - $792.28 $10,659 - $14,261
-18 Reduced 4.15%
416 $323,000
Q4 2023

Feb 09, 2024

BUY
$525.19 - $619.13 $43,590 - $51,387
83 Added 23.65%
434 $252,000
Q3 2023

Nov 09, 2023

BUY
$434.7 - $599.3 $20,430 - $28,167
47 Added 15.46%
351 $188,000
Q1 2023

May 12, 2023

SELL
$310.63 - $364.82 $23,297 - $27,361
-75 Reduced 19.79%
304 $104,000
Q4 2022

Feb 13, 2023

BUY
$321.55 - $374.67 $121,867 - $141,999
379 New
379 $138,000
Q1 2022

May 12, 2022

SELL
$234.69 - $291.66 $75,100 - $93,331
-320 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$224.85 - $279.04 $71,952 - $89,292
320 New
320 $88,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $756B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.