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Washington Trust Ban shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Washington Trust Ban (WASH) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Washington Trust Ban

Tip: Access up to 7 years of quarterly data

All positions including Washington Trust Ban 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 Washington Trust Ban by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $941 30 31.37

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)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Washington Trust Ban

BlackRock
FMR
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Franklin Resources
Geode Capital Management
Hotchkis and Wiley Capital Management
Manufacturers Life Insurance Company
Invesco
Drexel Morgan & Co.
Goldman Sachs Group
AQR Capital Management
Two Sigma Investments
Northern Trust

View all funds holding Washington Trust Ban