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 RUSSELL 2000 VALUE INDEX FD | COM | 201 | $274,749 | 1,804 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 202 | $268,087 | 3,786 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DANAHER CORPORATION | COM | 203 | $263,092 | 1,053 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MCDONALDS CORP | COM | 204 | $252,427 | 991 | 0.00 | 0.00 | -7 | -0.70 | 06-30-2024 |
