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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWELL BRANDS INC | COM | 1051 | $1,282 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GODADDY INC | CL A | 1052 | $1,257 | 9 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| XYLEM INC | COM | 1053 | $1,221 | 9 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NET LEASE OFFICE PROPERTIES | COM | 1054 | $1,206 | 49 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
