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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 151 | $488,523 | 8,348 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HOME DEPOT INC | COM | 152 | $470,288 | 1,366 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMERICAN EXPRESS CO | COM | 153 | $457,543 | 1,976 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 154 | $452,201 | 10,334 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
