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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COM NEW | Liquidated | $0 | 0 | 0.00 | 38 | +Inf | 06-30-2024 | |
| PIPER SANDLER COMPANIES | COM | 902 | $3,453 | 15 | 0.00 | 0.00 | -1 | -6.25 | 06-30-2024 |
| HORMEL FOODS CORP | COM | 903 | $3,384 | 111 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HARLEY DAVIDSON INC | COM | 904 | $3,354 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
