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 |
|---|---|---|---|---|---|---|---|---|---|
| DIGITALOCEAN HLDGS INC | COM | 1301 | $139 | 4 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| STANDARD LITHIUM LTD | COM | 1302 | $125 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HARTFORD FINL SVCS GROUP INC | COM | 1303 | $101 | 1 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| STRATASYS LTD | SHS | 1304 | $67 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
