Cassaday & CO Wealth Management LLC Options Holdings
Cassaday & CO Wealth Management LLC
- $3.55 Billion
- Q1 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
---|---|---|---|---|---|
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
Summary
- Portfolio
- No. of Stocks 317
- Current Value $3.55 Billion
- Prior Value $3.66 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 19 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks