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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC | COM | 801 | $6,706 | 106 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 802 | $6,681 | 78 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US REIT ETF | Liquidated | $0 | 0 | 0.00 | 329 | +Inf | 06-30-2024 | |
| TRIPADVISOR INC | COM | 804 | $6,679 | 375 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
