Cassaday & CO Wealth Management LLC Sells in Q3 2024

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-290
- 0.82%
$100.07 - $118.13 $29K - $34.3K
35.1K $4M
META
Meta Platforms, Inc.

Communication Services
-161
- 2.51%
$453.41 - $572.44 $73K - $92.2K
6.26K $3.58M
V
Visa Inc.

Financial Services
-383
- 1.05%
$253.74 - $291.56 $97.2K - $112K
36.1K $9.93M
UNH
Unitedhealth Group Inc

Healthcare
-67
- 1.1%
$488.01 - $604.18 $32.7K - $40.5K
6.03K $3.52M
SHW
Sherwin Williams CO

Basic Materials
-15
- 0.29%
$294.65 - $384.0 $4.42K - $5.76K
5.17K $1.97M
ORCL
Oracle Corp

Technology
-74
- 0.47%
$125.9 - $170.35 $9.32K - $12.6K
15.6K $2.65M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.15K
- 1.96%
$95.81 - $109.03 $110K - $125K
57.3K $6.17M
ABBV
Abb Vie Inc.

Healthcare
-208
- 0.99%
$163.84 - $199.33 $34.1K - $41.5K
20.8K $4.1M
MAR
Marriott International Inc

Consumer Cyclical
-2
- -0.0%
$211.35 - $255.11 $423 - $510
75.1K $18.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.58K
- 0.87%
$84.81 - $93.54 $134K - $147K
179K $16.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.01K
- 1.16%
$111.9 - $124.28 $113K - $126K
86.3K $10.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
-489
- 0.44%
$218.05 - $243.47 $107K - $119K
111K $27.1M
AAPL
Apple Inc.

Technology
-5.74K
- 2.93%
$207.23 - $234.82 $1.19M - $1.35M
190K $44.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.67K
- 0.41%
$60.13 - $68.17 $220K - $250K
888K $60.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.76K
- 0.74%
$173.36 - $189.8 $479K - $525K
369K $70M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-9.29K
- 1.47%
$95.1 - $106.76 $883K - $992K
624K $66.6M
Activity Summary
Buys All Purchases 139 New Holdings 35 Increased Positions 104 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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