Cassady Schiller Wealth Management, LLC Options Holdings

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 469
  • Current Value $259 Million
  • Prior Value $236 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 42 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 61 stocks
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email