Cassaday & Co Wealth Management LLC's ownership history for DFSE

Cassaday & Co Wealth Management LLC currently holds 7.2K shares with a market value of $295.4K. It started holding DFSE on 2024-09-30. At its peak, it held 7.3K shares on 2024-12-31. Its highest holding value was $295.4K on 2025-09-30. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $240.4K on 2024-12-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 17. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 234.