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 |
|---|---|---|---|---|---|---|---|---|---|
| DELL TECHNOLOGIES INC | CL C | 1101 | $965 | 7 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NOKIA CORP | SPONSORED ADR | 1102 | $937 | 248 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 1103 | $934 | 45 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| RADWARE LTD | ORD | 1104 | $912 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
