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First Republic Bank/san F shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of First Republic Bank/san F (FRCB) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in First Republic Bank/san F

Tip: Access up to 7 years of quarterly data

All positions including First Republic Bank/san F held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Republic Bank/san F by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4 100 0.04
2022-12-31 $28k 226 121.89
2021-12-31 $53k 255 207.84

More positions owned by Cassady Schiller Wealth Management

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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)
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iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding First Republic Bank/san F

Parallel Advisors
Lindbrook Capital
Highlander Capital Management
JDM Financial Group
Nelson, Van Denburg & Campbell Wealth Management
Tucker Asset Management
Caldwell Sutter Capital
Plante Moran Financial Advisors
Advisory Services Network
AlphaMark Advisors
Atlas Capital Advisors
Financial Connections Group
Creative Financial Designs
Hexagon Capital Partners
Ancora Advisors

View all funds holding First Republic Bank/san F