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 |
|---|---|---|---|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 501 | $33,805 | 131 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TJX COS INC NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VERALTO CORP | COM SHS | 503 | $33,415 | 350 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | MSCI USA VALUE | 504 | $32,486 | 314 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
