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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE CONNECTIONS INC | COM | 851 | $4,988 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REGIONS FINANCIAL CORP NEW | COM | 852 | $4,965 | 236 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROWN FORMAN CORP | CL B | 853 | $4,956 | 96 | 0.00 | 96 | +Inf | 03-31-2024 | |
| SPDR SER TR | HLTH CR EQUIP | 854 | $4,925 | 56 | 0.00 | 56 | +Inf | 03-31-2024 |
