Cassady Schiller Wealth Management, LLC
Q2 2023 13F Holdings
Location
Cincinnati, OH
Holdings as of
6/30/2023
Value ($000)
$184,125
Num holdings
468
Date filed
8/10/2023
Form type
13F-HR
Prev filing
5/12/2023
Next filing
11/9/2023
SEC
View on sec.gov
Compare Q2 2023 to
2023 Q4
2023 Q3
2023 Q1
2022 Q4 - RESTATEMENT
2022 Q3
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type