Cassady Schiller Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 476 shares of MINT stock, worth $47,780. This represents 0.02% of its overall portfolio holdings.
Number of Shares
476
Previous 918
48.15%
Holding current value
$47,780
Previous $92,000
48.91%
% of portfolio
0.02%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding MINT
# of Institutions
713Shares Held
90MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.1MShares$2.32 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA9.1MShares$913 Million0.23% of portfolio
-
Morgan Stanley New York, NY8.09MShares$812 Million0.06% of portfolio
-
Assetmark, Inc6.06MShares$609 Million1.9% of portfolio
-
Hb Wealth Management, LLC2.99MShares$300 Million3.5% of portfolio