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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 451 | $44,500 | 913 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ROCKWELL AUTOMATION INC | COM | 452 | $44,045 | 160 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 453 | $43,974 | 253 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 454 | $43,629 | 239 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
