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 |
|---|---|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP | COM | 301 | $126,882 | 591 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | EAFE VALUE ETF | 302 | $126,874 | 2,392 | 0.00 | 0.00 | -1,306 | -35.32 | 06-30-2024 |
| BIOGEN INC | COM | 303 | $126,574 | 546 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 304 | $119,700 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
