CSWM
GTLS.PRB

Cassady Schiller Wealth Management’s Chart Industries 6.75% Series B Preferred Stock GTLS.PRB Stock Holding History

Cassady Schiller Wealth Management’s Portfolio GTLS.PRB Stock Details GTLS.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.11K Buy
+30
New +$1.85K ﹤0.01% 562

Other funds holding GTLS.PRB

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cassady Schiller Wealth Management's GTLS.PRB Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Chart Industries 6.75% Series B Preferred Stock (GTLS.PRB) in Q4 2024: 30 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings.

61 funds tracked by Wall St. Rank hold GTLS.PRB as of Q4 2024.

  • Cassady Schiller Wealth Management held 30 shares of Chart Industries 6.75% Series B Preferred Stock worth $2.11K as of Q4 2024.
  • Chart Industries 6.75% Series B Preferred Stock was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Chart Industries 6.75% Series B Preferred Stock made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #562 holding.
  • 61 funds tracked by Wall St. Rank held Chart Industries 6.75% Series B Preferred Stock as of Q4 2024.

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