Cassaday & CO Wealth Management LLC Ishares Msci Acwi Ex Us ETF Transaction History

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 24,094 shares of ACWX stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,094
Previous 21,258 13.34%
Holding current value
$1.3 Million
Previous $1.22 Million 3.29%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$52.1 - $57.26 $147,755 - $162,389
2,836 Added 13.34%
24,094 $1.26 Million
Q3 2024

Nov 07, 2024
SELL
$50.99 - $57.81 $9,637 - $10,926
-189 Reduced 0.88%
21,258 $1.22 Million
Q4 2023

Feb 09, 2024
BUY
$44.98 - $51.04 $62,522 - $70,945
1,390 Added 6.93%
21,447 $1.09 Million
Q4 2022

Feb 07, 2023
BUY
$39.69 - $47.23 $796,062 - $947,292
20,057 New
20,057 $0

Others Institutions Holding ACWX

# of Institutions
511
Shares Held
60.9M
Call Options Held
0
Put Options Held
5.4K
View Full List

About ISHARES MSCI ACWI EX US ETF

ACWX Quotes by TradingView
  • Ticker ACWX
  • Sector ETFs
  • Industry ETFs
More about ACWX
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.

Choose your preferred platform and Sign Up 👇 Telegram Email