Cassady Schiller Wealth Management’s CNO Financial Group CNO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.38K	Buy	+37	New	+$1.37K	﹤0.01%	697

Other funds holding CNO

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in CNO Financial Group (CNO) in Q4 2024: 37 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings.

318 funds tracked by Wall St. Rank hold CNO as of Q4 2024.

Cassady Schiller Wealth Management held 37 shares of CNO Financial Group worth $1.38K as of Q4 2024.
CNO Financial Group was a new Cassady Schiller Wealth Management position in Q4 2024.
CNO Financial Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #697 holding.
318 funds tracked by Wall St. Rank held CNO Financial Group as of Q4 2024.

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