Cassady Schiller Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$7.67K	Hold	225	–	–	﹤0.01%	365
2024 Q3	$3.62K	Hold	225	–	–	﹤0.01%	360
2024 Q2	$7.37K	Hold	225	–	–	﹤0.01%	331
2024 Q1	$13.9K	Hold	225	–	–	0.01%	315
2023 Q4	$3.94K	Hold	225	–	–	﹤0.01%	368
2023 Q3	$3.69K	Hold	225	–	–	﹤0.01%	386
2023 Q2	$2.83K	Hold	225	–	–	﹤0.01%	407
2023 Q1	$3.16K	Hold	225	–	–	﹤0.01%	381
2022 Q4	$3.38K	Buy	+225	New	+$4.39K	﹤0.01%	388

Other funds holding DJT

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cassady Schiller Wealth Management held its Trump Media & Technology Group (DJT) position steady in Q4 2024 at 225 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Cassady Schiller Wealth Management first reported a position in DJT in Q4 2022 and has held it in 9 quarters since. The position peaked at $13.9K in Q1 2024. 323 funds tracked by Wall St. Rank hold DJT as of Q4 2024.

Cassady Schiller Wealth Management held 225 shares of Trump Media & Technology Group worth $7.67K as of Q4 2024.
Cassady Schiller Wealth Management left its Trump Media & Technology Group share count unchanged in Q4 2024.
Trump Media & Technology Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #365 holding.
Cassady Schiller Wealth Management first reported a position in Trump Media & Technology Group in Q4 2022 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's Trump Media & Technology Group position peaked at $13.9K in Q1 2024.
323 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2024.

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