Number of Shares
35,497
Previous 35,362 0.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
N/A
135 Added 0.38%
35,497 $0
Q1 2024

May 08, 2024

BUY
N/A
121 Added 0.34%
35,362 $0
Q4 2023

Feb 09, 2024

BUY
N/A
123 Added 0.35%
35,241 $0
Q3 2023

Nov 06, 2023

BUY
N/A
149 Added 0.43%
35,118 $0
Q2 2023

Aug 07, 2023

BUY
N/A
162 Added 0.47%
34,969 $0
Q1 2023

May 03, 2023

BUY
N/A
194 Added 0.56%
34,807 $0
Q4 2022

Feb 07, 2023

BUY
N/A
34,613 New
34,613 $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.