Cassaday & CO Wealth Management LLC ISHARES TR Transaction History

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025
Number of Shares
14,425
Previous 12,910 11.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
1,515 Added 11.74%
14,425 $0
Q4 2024

Feb 03, 2025
BUY
N/A
12,910 New
12,910 $0
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