Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 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 61 shares of MBB stock, worth $5,893. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$5,893
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$7.03 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.82 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.42 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.74 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.63 Billion0.68% of portfolio