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

Cassaday & Co Wealth Management LLC currently holds 4.8K shares with a market value of $204.0K. 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 $300.0K on 2025-12-31. At its lowest, it held 4.8K shares on 2026-03-31, with a value of $204.0K on 2026-03-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 2.4K. In the recent year, Cassaday & Co Wealth Management LLC has decreased its shares by 2.4K.