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 | SHRT NAT MUN ETF | 401 | $62,000 | 592 | 0.00 | 592 | +Inf | 03-31-2024 | |
| ISHARES TR | TIPS BD ETF | 402 | $61,546 | 573 | 0.00 | 573 | +Inf | 03-31-2024 | |
| WALMART INC | COM | 403 | $61,546 | 1,023 | 0.00 | 0.00 | 691 | 208.13 | 03-31-2024 |
| ISHARES TR | U.S. PHARMA ETF | 404 | $61,106 | 900 | 0.00 | 900 | +Inf | 03-31-2024 |
