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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 301 | $123,263 | 93 | 0.00 | 0.00 | 21 | 29.17 | 03-31-2024 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 302 | $122,916 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 303 | $121,734 | 450 | 0.00 | 450 | +Inf | 03-31-2024 | |
| iShares MSCI USA Equal Weighted ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 470 | 49.47 | 03-31-2024 |
