Cassady Schiller Wealth Management, LLC current holdings: USA Preferred Shares
Cassady Schiller Wealth Management, LLC reported $0.00 billion in preferred shares (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are GTLSPRB, PGX.
- GTLSPRB: Country of operation United States; Class 6.75DP CNV PFD B; Shares 30; Value $2,114.
- PGX: Country of operation —; Class PFD ETF; Shares 42; Value $484.
Form 13F-HR as filed (SEC CIK 1904425): quarter ended 2024-12-31, filed 2025-02-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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