Cassady Schiller Wealth Management’s Liberty Media Series C FWONK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$15.5K	Buy	+167	New	+$14.2K	0.01%	306

Other funds holding FWONK

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Liberty Media Series C (FWONK) in Q4 2024: 167 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings.

517 funds tracked by Wall St. Rank hold FWONK as of Q4 2024.

Cassady Schiller Wealth Management held 167 shares of Liberty Media Series C worth $15.5K as of Q4 2024.
Liberty Media Series C was a new Cassady Schiller Wealth Management position in Q4 2024.
Liberty Media Series C made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #306 holding.
517 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2024.

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