Cassady Schiller Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 17,358 shares of VOT stock, worth $4.27 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
17,358
Previous 17,564
1.17%
Holding current value
$4.27 Million
Previous $4.28 Million
2.99%
% of portfolio
1.64%
Previous 1.65%
Shares
14 transactions
Others Institutions Holding VOT
# of Institutions
1,060Shares Held
40.5MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$763 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$707 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$668 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$563 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$434 Million0.04% of portfolio