Number of Shares
22,046
Previous 18,744 17.62%
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
Q2 2025

Aug 05, 2025

BUY
N/A
3,302 Added 17.62%
22,046 $0
Q1 2025

May 05, 2025

BUY
N/A
8,198 Added 77.74%
18,744 $0
Q4 2024

Feb 03, 2025

BUY
N/A
10,546 New
10,546 $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.