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Cassady Schiller Wealth Management’s Itron ITRI Stock Holding History

Cassady Schiller Wealth Management’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$869 Buy
+8
New +$894 ﹤0.01% 832

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Itron (ITRI) in Q4 2024: 8 shares worth $869. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings.

430 funds tracked by Wall St. Rank hold ITRI as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Itron worth $869 as of Q4 2024.
  • Itron was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Itron made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #832 holding.
  • 430 funds tracked by Wall St. Rank held Itron as of Q4 2024.

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