CSWM
PINC

Cassady Schiller Wealth Management’s Premier PINC Stock Holding History

Cassady Schiller Wealth Management’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$912 Buy
+43
New +$912 ﹤0.01% 815

Other funds holding PINC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Premier (PINC) in Q4 2024: 43 shares worth $912. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

257 funds tracked by Wall St. Rank hold PINC as of Q4 2024.

  • Cassady Schiller Wealth Management held 43 shares of Premier worth $912 as of Q4 2024.
  • Premier was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Premier made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #815 holding.
  • 257 funds tracked by Wall St. Rank held Premier as of Q4 2024.

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