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Shell Adr Each Rep 2 Ord Wi shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi 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 Shell Adr Each Rep 2 Ord Wi by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8k 42 67.05
2023-06-30 $54k 893 60.38
2023-03-31 $36k 627 57.54
2022-12-31 $36k 627 56.95

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Cintas Corporation (CTAS)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Us Bancorp Del Com New (USB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Cassady Schiller Wealth Management

Top funds holding Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Orbis Allan Gray
Morgan Stanley
Bank of America Corporation
BlackRock
Wellington Management Company
T. Rowe Price Associates
Hotchkis and Wiley Capital Management
Franklin Resources
40 North Industries
Millennium Management
Mawer Investment Management

View all funds holding Shell Adr Each Rep 2 Ord Wi