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

Cassaday & Co Wealth Management LLC currently holds 2.6K shares with a market value of $288.9K. It started holding SHV on 2024-09-30. At its peak, it held 2.6K shares on 2025-06-30. Its highest holding value was $290.4K on 2025-06-30. At its lowest, it held 2.1K shares on 2025-03-31, with a value of $237.5K on 2025-03-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 51. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 467.