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 |
|---|---|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 501 | $34,421 | 253 | 0.00 | 253 | +Inf | 03-31-2024 | |
| LIQUIDIA CORPORATION | COM NEW | 502 | $34,412 | 2,333 | 0.00 | 2,333 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI USA VALUE | 503 | $34,009 | 314 | 0.00 | 314 | +Inf | 03-31-2024 | |
| FORD MTR CO DEL | COM | 504 | $34,007 | 2,561 | 0.00 | 0.00 | 3 | 0.12 | 03-31-2024 |
