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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 201 | $269,052 | 3,186 | 0.00 | 3,186 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | MID CAP ETF | 202 | $263,225 | 1,053 | 0.00 | 1,053 | +Inf | 03-31-2024 | |
| DANAHER CORPORATION | COM | 203 | $262,955 | 1,053 | 0.00 | 0.00 | -47 | -4.27 | 03-31-2024 |
| SPDR S&P Natural Resources ETF | ETF | 204 | $260,279 | 4,493 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
