Cassaday & CO Wealth Management LLC Vanguard Financial ETF Transaction History
Cassaday & CO Wealth Management LLC
- $3.98 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
792Shares Held
54.5MCall Options Held
87.9KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC23MShares$2.91 Billion0.23% of portfolio
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Morgan Stanley New York, NY3.63MShares$459 Million0.03% of portfolio
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Ubs Group Ag1.91MShares$241 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.66MShares$210 Million0.05% of portfolio
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Pgim Custom Harvest LLC Newark, NJ1.38MShares$174 Million3.64% of portfolio