Cassady Schiller Wealth Management, LLC
Q3 2023 13F Holdings
Location
Cincinnati, OH
Holdings as of
9/30/2023
Value ($000)
$180,468
Num holdings
451
Date filed
11/9/2023
Form type
13F-HR
Prev filing
8/10/2023
Next filing
2/9/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q3
2024 Q2
2024 Q1
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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