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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 601 | $20,461 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | S&P SML 600 GWT | 602 | $20,420 | 159 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | MSCI INDIA ETF | 603 | $20,415 | 366 | 0.00 | 366 | +Inf | 06-30-2024 | |
| KIMBERLY-CLARK CORP | COM | 604 | $20,315 | 147 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
