Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 499 | 224,001,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 1051 | $1,284 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
| GENERAC HLDGS INC | COM | 1052 | $1,261 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Workhorse Group Inc Com | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,000 | 40.82 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 1054 | $1,179 | 34 | 0.00 | 34 | +Inf | 03-31-2024 |
