Cassady Schiller Wealth Management’s First Merchants FRME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$718	Buy	+18	New	+$728	﹤0.01%	872

Other funds holding FRME

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in First Merchants (FRME) in Q4 2024: 18 shares worth $718. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings.

253 funds tracked by Wall St. Rank hold FRME as of Q4 2024.

Cassady Schiller Wealth Management held 18 shares of First Merchants worth $718 as of Q4 2024.
First Merchants was a new Cassady Schiller Wealth Management position in Q4 2024.
First Merchants made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #872 holding.
253 funds tracked by Wall St. Rank held First Merchants as of Q4 2024.

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