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Cassady Schiller Wealth Management, LLC Current Holdings: USA SPAC Units

Cassady Schiller Wealth Management, LLC current holdings: USA SPAC Units

Cassady Schiller Wealth Management, LLC reported $0.00 billion in units (a share and a warrant or right, mostly SPACs) (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are NEXTERA ENERGY INC, CARNIVAL CORP.

  • NEXTERA ENERGY INC: Country of operation United States; Class UNIT 09/01/2025; Shares 100; Value $4,092.
  • CARNIVAL CORP: Country of operation —; Class UNIT 99/99/9999; Shares 155; Value $3,863.

Form 13F-HR as filed (SEC CIK 1904425): quarter ended 2024-12-31, filed 2025-02-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
NEXTERA ENERGY INC
CUSIP 65339F713
United StatesUNIT 09/01/2025100$4,0922024-12-312025-02-10
CARNIVAL CORP
CUSIP 143658300
UNIT 99/99/9999155$3,8632024-12-312025-02-10

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