CSWM
MGRM

Cassady Schiller Wealth Management’s Monogram Orthopaedics MGRM Stock Holding History

Cassady Schiller Wealth Management’s Portfolio MGRM Stock Details MGRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.37K Hold
1,000
– – ﹤0.01% 543
2024
Q3 		$2.65K Hold
1,000
– – ﹤0.01% 384
2024
Q2 		$2.15K Hold
1,000
– – ﹤0.01% 391
2024
Q1 		$2.44K Buy
+1,000
New +$2.95K ﹤0.01% 416

Other funds holding MGRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FFO
Fiduciary Family Office Boca Raton, Florida $400M AUM 34.3% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cassady Schiller Wealth Management held its Monogram Orthopaedics (MGRM) position steady in Q4 2024 at 1,000 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Cassady Schiller Wealth Management first reported a position in MGRM in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.65K in Q3 2024. 47 funds tracked by Wall St. Rank hold MGRM as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,000 shares of Monogram Orthopaedics worth $2.37K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Monogram Orthopaedics share count unchanged in Q4 2024.
  • Monogram Orthopaedics made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #543 holding.
  • Cassady Schiller Wealth Management first reported a position in Monogram Orthopaedics in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Monogram Orthopaedics position peaked at $2.65K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2024.

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