Cassady Schiller Wealth Management’s MSC Industrial Direct MSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.27K	Buy	+17	New	+$1.4K	﹤0.01%	719

Other funds holding MSM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in MSC Industrial Direct (MSM) in Q4 2024: 17 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

382 funds tracked by Wall St. Rank hold MSM as of Q4 2024.

Cassady Schiller Wealth Management held 17 shares of MSC Industrial Direct worth $1.27K as of Q4 2024.
MSC Industrial Direct was a new Cassady Schiller Wealth Management position in Q4 2024.
MSC Industrial Direct made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #719 holding.
382 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2024.

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