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Cassady Schiller Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

Cassady Schiller Wealth Management’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$21.8K Hold
1,200
– – 0.01% 273
2024
Q3 		$21.5K Hold
1,200
– – 0.01% 268
2024
Q2 		$19.9K Hold
1,200
– – 0.01% 270
2024
Q1 		$20.4K Hold
1,200
– – 0.01% 288
2023
Q4 		$18.7K Hold
1,200
– – 0.01% 282
2023
Q3 		$16.9K Hold
1,200
– – 0.01% 288
2023
Q2 		$17.2K Hold
1,200
– – 0.01% 294
2023
Q1 		$16.3K Hold
1,200
– – 0.01% 286
2022
Q4 		$16K Buy
+1,200
New +$16.3K 0.01% 286
2022
Q1 		– Sell
-1,200
Closed -$19K – 162
2021
Q4 		$19K Buy
+1,200
New +$18.9K 0.01% 272

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $309M AUM 30.88% 1-Year Est. Return

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

Cassady Schiller Wealth Management held its Barron's 400 ETF (BFOR) position steady in Q4 2024 at 1,200 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #273.

Cassady Schiller Wealth Management first reported a position in BFOR in Q4 2021 and has held it in 10 quarters since. 42 funds tracked by Wall St. Rank hold BFOR as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,200 shares of Barron's 400 ETF worth $21.8K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Barron's 400 ETF share count unchanged in Q4 2024.
  • Barron's 400 ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #273 holding.
  • Cassady Schiller Wealth Management first reported a position in Barron's 400 ETF in Q4 2021 and has held it in 10 quarters since.
  • 42 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2024.

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