Number of Shares
6,216
Previous 6,216 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
N/A
6,216 New
6,216 $0
Q2 2023

Aug 07, 2023

SELL
N/A
-750 Reduced 10.77%
6,216 $0
Q1 2023

May 03, 2023

BUY
N/A
6,966 New
6,966 $0
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.