Cassady Schiller Wealth Management, LLC
Q4 2022 13F Holdings
Location
Cincinnati, OH
Holdings as of
12/31/2022
Value ($000)
$212,678
Num holdings
768
Date filed
2/13/2023
Form type
13F-HR
Prev filing
11/9/2022
Next filing
5/12/2023
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2022 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4 - RESTATEMENT
2022 Q3
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type