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 |
|---|---|---|---|---|---|---|---|---|---|
| NUCOR CORP | COM | 951 | $2,845 | 18 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD | CONSUM STP ETF | 952 | $2,842 | 14 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BEAM THERAPEUTICS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 954 | $2,757 | 53 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
