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 | RUS 1000 GRW ETF | 251 | $186,837 | 513 | 0.00 | 0.00 | -41 | -7.40 | 06-30-2024 |
| CATERPILLAR INC | COM | 252 | $182,580 | 548 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES INC | MSCI EQUAL WEITE | 253 | $178,265 | 2,020 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMERICAN FINL GROUP INC OHIO | COM | 254 | $177,518 | 1,443 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
