Cassady Schiller Wealth Management »

Apollo Global Mgmt shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Apollo Global Mgmt

Tip: Access up to 7 years of quarterly data

All positions including Apollo Global Mgmt held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apollo Global Mgmt by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $43k 456 93.19
2023-09-30 $41k 456 89.76
2023-06-30 $35k 456 76.81

More positions owned by Cassady Schiller Wealth Management

Vanguard Value ETF Etf (VTV)
Vanguard S&P 500 Etf Etf (VOO)
Procter & Gamble Company (PG)
Vanguard Growth Etf Etf (VUG)
iShares Short Maturity Bond ETF Etf (NEAR)
Vanguard Mid-Cap Value ETF (VOE)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)
Apple (AAPL)
U.S. Bancorp (USB)
iShares Russell 3000 Index (IWV)
Cintas Corporation (CTAS)
Vanguard Mid-Cap Growth ETF (VOT)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding Apollo Global Mgmt

Vanguard Group
Tiger Global Management
ClearBridge Advisors
T. Rowe Price Associates
Norges Bank Investment Management
Brave Warrior Advisors
Millennium Management
Legal & General Group
Mariner Wealth Advisors
Select Equity
Neuberger Berman Group
Goldman Sachs Group
TD Asset Management
Curated Wealth Partners
D. E. Shaw & Co

View all funds holding Apollo Global Mgmt