Cassady Schiller Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History
Cassady Schiller Wealth Management, LLC
- $223 Million
- Q1 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 56 shares of XHE stock, worth $4,649. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56
Previous 56
-0.0%
Holding current value
$4,649
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XHE
# of Institutions
115Shares Held
1.21MCall Options Held
4.9KPut Options Held
4.8K-
Morgan Stanley New York, NY253KShares$21 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC112KShares$9.33 Million0.01% of portfolio
-
Ubs Group Ag56.6KShares$4.7 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ41KShares$3.41 Million2.83% of portfolio
-
Royal Fund Management, LLC33.6KShares$2.79 Million0.3% of portfolio