Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | 08-12-2024 | 06-30-2024 | 472 | 246,197,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MACYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EBAY INC. | COM | 1002 | $1,934 | 36 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DRAFTKINGS INC NEW | COM CL A | 1003 | $1,909 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NORWEGIAN CRUISE LINE HLDG L | SHS | 1004 | $1,879 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
