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Cassady Schiller Wealth Management’s Globe Life GL Stock Holding History

Cassady Schiller Wealth Management’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.01K Buy
+18
New +$1.94K ﹤0.01% 573

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Globe Life (GL) in Q4 2024: 18 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings.

566 funds tracked by Wall St. Rank hold GL as of Q4 2024.

  • Cassady Schiller Wealth Management held 18 shares of Globe Life worth $2.01K as of Q4 2024.
  • Globe Life was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Globe Life made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #573 holding.
  • 566 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

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