Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASSADAY & CO WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 296 | 3,075,955,703 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 151 | $719,173 | 1,751 | 0.00 | 0.00 | 62 | 3.67 | 03-31-2024 |
| YUM CHINA HLDGS INC | COM | 152 | $712,865 | 17,916 | 0.00 | 0.00 | 4 | 0.02 | 03-31-2024 |
| HERSHEY CO | COM | 153 | $701,418 | 3,606 | 0.00 | 0.00 | 33 | 0.92 | 03-31-2024 |
| CATERPILLAR INC | COM | 154 | $687,856 | 1,877 | 0.00 | 0.00 | 226 | 13.69 | 03-31-2024 |
