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 $661,158. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,766
Previous 5,766
69.37%
Holding current value
$661,158
Previous $423,000
83.92%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding EDV
# of Institutions
197Shares Held
15.7MCall Options Held
416KPut Options Held
422K-
Envestnet Asset Management Inc1.03MShares$70.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$68.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN902KShares$61.1 Million0.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA891KShares$60.3 Million1.71% of portfolio
-
Mirae Asset Global Investments Co., Ltd.876KShares$59.3 Million0.31% of portfolio