Cassaday & CO Wealth Management LLC Vanguard Extended Duration Tre Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 9,766 shares of EDV stock, worth $688,307. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,766
Previous 5,766
69.37%
Holding current value
$688,307
Previous $423,000
83.92%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding EDV
# of Institutions
195Shares Held
14.9MCall Options Held
236KPut Options Held
209K-
Bank Of America Corp Charlotte, NC1.35MShares$95.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.03MShares$72.9 Million0.03% of portfolio
-
River Front Investment Group, LLC Richmond, VA891KShares$62.8 Million1.71% of portfolio
-
Mirae Asset Global Investments Co., Ltd.876KShares$61.7 Million0.31% of portfolio
-
Morgan Stanley New York, NY800KShares$56.4 Million0.0% of portfolio