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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTINET INC | COM | 1151 | $904 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIREXION SHS ETF TR | DRX S&P500BULL | 1152 | $876 | 6 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 1153 | $860 | 9 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EXELON CORP | COM | 1154 | $831 | 24 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
