Cassady Schiller Wealth Management, LLC NEAR Holdings History
Cassady Schiller Wealth Management, LLC's iShares Short Duration Bond Active ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 76,413.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $3.86 Mil. This investment constitutes 1.43% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.13% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2022Q3. And since then Cassady Schiller Wealth Management, LLC has made 6 purchases of NEAR, at an average price of $49.39, for a total of 127,350.00 shares. In addition, there have been 4 sales at an average price of $50.48 for 50,937.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Cassady Schiller Wealth Management, LLC's estimated gain on his NEAR holdings is $175,337.98, reflecting a 2.79% gain to date.
Cassady Schiller Wealth Management, LLC NEAR ($50.95) Holding Chart
Cassady Schiller Wealth Management, LLC NEAR ($50.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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