Cassady Schiller Wealth Management’s Dynatrace DT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.58K	Buy	+29	New	+$1.58K	﹤0.01%	649

Other funds holding DT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management opened a new position in Dynatrace (DT) in Q4 2024: 29 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

578 funds tracked by Wall St. Rank hold DT as of Q4 2024.

Cassady Schiller Wealth Management held 29 shares of Dynatrace worth $1.58K as of Q4 2024.
Dynatrace was a new Cassady Schiller Wealth Management position in Q4 2024.
Dynatrace made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #649 holding.
578 funds tracked by Wall St. Rank held Dynatrace as of Q4 2024.

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