Filing History
Cassady Schiller Wealth Management, LLC
9 parsed filings · CIK 0001904425
- 13F HOLDINGS REPORTQ/E Dec 20241,149 pos · $272.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024469 pos · $273.4MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024472 pos · $246.2MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024499 pos · $224.0MSEC
- 13F HOLDINGS REPORTQ/E Dec 2023451 pos · $180.5MSEC
- 13F HOLDINGS REPORTQ/E Sep 2023468 pos · $184.1MSEC
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2023471 pos · $162.7MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023463 pos · $212.6MSEC
- 13F HOLDINGS REPORTQ/E Mar 2023768 pos · $212.7MSEC