Cassady Schiller Wealth Management »

Total shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Total (TTE) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Total

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All positions including Total 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 Total by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8k 43 64.63
2024-06-30 $2.9k 43 66.67
2024-03-31 $3.0k 43 68.84

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Cintas Corporation (CTAS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Paylocity Holding Corporation (PCTY)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Total

Fisher Investments
Reed Conner & Birdwell
Morgan Stanley
Wells Fargo & Company
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Franklin Resources
Bank of America Corporation
Royal Bank of Canada
Envestnet Asset Management
Federated Investors
Raymond James & Associates
Natixis Asset Management Advisors
Goldman Sachs Group
Equity Investment Corp Acquisition

View all funds holding Total