Cassady Schiller Wealth Management’s Alto Ingredients ALTO Stock Holding History

Cassady Schiller Wealth Management’s Portfolio ALTO Stock Details ALTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$234	Buy	+150	New	+$235	﹤0.01%	1066

Other funds holding ALTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cassady Schiller Wealth Management's ALTO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Alto Ingredients (ALTO) in Q4 2024: 150 shares worth $234. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

77 funds tracked by Wall St. Rank hold ALTO as of Q4 2024.

Cassady Schiller Wealth Management held 150 shares of Alto Ingredients worth $234 as of Q4 2024.
Alto Ingredients was a new Cassady Schiller Wealth Management position in Q4 2024.
Alto Ingredients made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1066 holding.
77 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.