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 |
|---|---|---|---|---|---|---|---|---|---|
| HEALTHCARE TRUST INC 01/01/2099 | COM | Liquidated | $0 | 0 | 0.00 | 3,278 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 452 | $45,781 | 930 | 0.00 | 930 | +Inf | 03-31-2024 | |
| SPDR SER TR | PRTFLO S&P500 VL | 453 | $45,741 | 913 | 0.00 | 913 | +Inf | 03-31-2024 | |
| MERCADOLIBRE INC | COM | 454 | $45,359 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
