Cassady Schiller Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding PBW
# of Institutions
135Shares Held
3.06MCall Options Held
11.6KPut Options Held
17.7K-
Morgan Stanley New York, NY748KShares$17.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC400KShares$9.35 Million0.0% of portfolio
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Allianz Se Munich, 2M264KShares$6.17 Million0.12% of portfolio
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Goldman Sachs Group Inc New York, NY262KShares$6.12 Million0.0% of portfolio
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Credit Suisse Ag Zurich, V8168KShares$3.92 Million0.0% of portfolio