Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 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 $5,569. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$5,569
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.77 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.5 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.75 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.67 Billion0.72% of portfolio