Cassady Schiller Wealth Management’s Towne Bank TOWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$511	Buy	+15	New	+$522	﹤0.01%	969

Other funds holding TOWN

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management opened a new position in Towne Bank (TOWN) in Q4 2024: 15 shares worth $511. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings.

218 funds tracked by Wall St. Rank hold TOWN as of Q4 2024.

Cassady Schiller Wealth Management held 15 shares of Towne Bank worth $511 as of Q4 2024.
Towne Bank was a new Cassady Schiller Wealth Management position in Q4 2024.
Towne Bank made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #969 holding.
218 funds tracked by Wall St. Rank held Towne Bank as of Q4 2024.

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