Cassady Schiller Wealth Management, LLC SCHWAB CHARLES FAMILY FD Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024
Number of Shares
13,626,401
Previous 9,737,777 39.93%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
N/A
3,888,624 Added 39.93%
13,626,401 $0
Q2 2024

Aug 12, 2024
BUY
N/A
9,737,777 New
9,737,777 $0
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