Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASSADAY & CO WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 296 | 3,075,955,703 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FVCBANKCORP INC | COM | 251 | $293,392 | 24,088 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXELON CORP | COM | 252 | $291,469 | 7,758 | 0.00 | 0.00 | 148 | 1.94 | 03-31-2024 |
| ISHARES TR | U.S. ENERGY ETF | 253 | $290,868 | 5,888 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 254 | $286,174 | 1,586 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
