Cassady Schiller Wealth Management’s West Bancorporation WTBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$325	Buy	+15	New	+$330	﹤0.01%	1035

Other funds holding WTBA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

West Bancorporation West Des Moines, Iowa $200M AUM 18.14% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in West Bancorporation (WTBA) in Q4 2024: 15 shares worth $325. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

86 funds tracked by Wall St. Rank hold WTBA as of Q4 2024.

Cassady Schiller Wealth Management held 15 shares of West Bancorporation worth $325 as of Q4 2024.
West Bancorporation was a new Cassady Schiller Wealth Management position in Q4 2024.
West Bancorporation made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1035 holding.
86 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2024.

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