Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CASSADY SCHILLER WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 499 | 224,001,790 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Ishares Tr Sh Tr Crport Etf | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UPSTART HLDGS INC | COM | 352 | $87,016 | 3,236 | 0.00 | 0.00 | 488 | 17.76 | 03-31-2024 |
ISHARES TR | U.S. ENERGY ETF | 353 | $86,450 | 1,750 | 0.00 | 1,750 | +Inf | 03-31-2024 | |
Ishares Russell Mid Cap | COM | Liquidated | $0 | 0 | 0.00 | 743 | +Inf | 03-31-2024 |