Cassaday & CO Wealth Management LLC Options Holdings

Cassaday & CO Wealth Management LLC

  • $2.82 Billion
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 296
  • Current Value $2.82 Billion
  • Prior Value $2.65 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 36 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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