Cassady Schiller Wealth Management, LLC Purchases and Sells in Q3 2024

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

Top Buys

Incresed Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
15.6K
+ 29.15%
$341.08 - $391.94 $5.33M - $6.12M
69.2K $26.6M
933
+ 2.22%
$475.2 - $527.7 $443K - $492K
43K $22.7M
4.75K
+ 5.8%
$160.76 - $177.82 $764K - $845K
86.6K $15M
1.94K
+ 4.81%
$149.02 - $167.67 $289K - $325K
42.2K $7.08M
23.5K
+ 14.62%
$24.46 - $27.82 $576K - $655K
185K $5.06M
18.4K
+ 299.98%
$201.38 - $819.83 $3.7M - $15.1M
24.5K $5.05M
View all

New Holdings

19 operations
Stock Shares change Price Range Shares Held Trade History
14.5K
New
$32.1 - $38.93 $465K - $563K
14.5K $545K
2.12K
New
$54.25 - $60.2 $115K - $128K
2.12K $127K
2.27K
New
$32.96 - $36.48 $74.8K - $82.8K
2.27K $82K
870
New
$37.76 - $46.2 $32.9K - $40.2K
870 $39K
450
New
$77.02 - $85.06 $34.7K - $38.3K
450 $38K
782
New
$43.17 - $45.31 $33.8K - $35.4K
782 $35K
View all

Top Sells

Reduced Positions

61 operations
Stock Shares change Price Range Shares Held Trade History
-16K
- 16.64%
$50.09 - $51.31 $803K - $822K
80.3K $4.11M
-3.11K
- 28.07%
$76.94 - $79.54 $240K - $248K
7.98K $633K
-121
- 1.64%
$395.15 - $467.56 $47.8K - $56.6K
7.26K $3.12M
-200
- 3.64%
$148.65 - $191.18 $29.7K - $38.2K
5.29K $877K
-300
- 54.74%
$316.8 - $391.12 $95K - $117K
248 $96K
-500
- 53.3%
$102.3 - $116.61 $51.2K - $58.3K
438 $46K
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-22
Closed
$266.63 - $326.4 $5.87K - $7.18K
0 $0
Activity Summary
Buys All Purchases 61 New Holdings 19 Increased Positions 42 Sells All Sells 62 Reductions 61 Sold out 1 Options Calls 0 Puts 0
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