Advertisement
Screener

Cassilly Financial Group LLC Last Quarter Change: USA Funds, Sold Out

Cassilly Financial Group LLC quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Cassilly Financial Group LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2090777): 2026-03-31 (filed 2026-04-10) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Corps Capital Advisors, LLCUnited States$0.115B96
AMERICAN ASSET MANAGEMENT INC.United States$0.115B31
Perissos Private Wealth Management, LLCUnited States$0.115B72
RAFFLES ASSOCIATES LPUnited States$0.115B49
LWM ADVISORS INCUnited States$0.115B34
SPWM Advisors LLCUnited States$0.115B93
NewCorp Financial Services, Inc.United States$0.115B50
Hudson Oak Wealth Advisory LLCUnited States$0.115B52
Quattro Advisors LLCUnited States$0.115B51
BLVD Private Wealth, LLCUnited States$0.115B64