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 |
|---|---|---|---|---|---|---|---|---|---|
| TENABLE HLDGS INC | COM | 1251 | $261 | 6 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WORKHORSE GROUP INC | COM SHS | 1252 | $193 | 123 | 0.00 | 123 | +Inf | 06-30-2024 |
