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 |
|---|---|---|---|---|---|---|---|---|---|
| TOYOTA MOTOR CORP | ADS | 651 | $16,603 | 81 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ARES CAPITAL CORP | COM | 652 | $16,464 | 790 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 653 | $16,163 | 62 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST FINL BANCORP OH | COM | 654 | $15,798 | 711 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
