Cassady Schiller Wealth Management, LLC Options Holdings

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Ishares Tr
CALL
$0
8.5K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 1,149
  • Current Value $268 Million
  • Prior Value $259 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 686 stocks
  • Additional Purchases 243 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 56 stocks
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