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

Cassaday & Co Wealth Management LLC currently holds 3.9K shares with a market value of $1.3M. It started holding SOXX on 2024-09-30. At its peak, it held 3.9K shares on 2025-06-30. Its highest holding value was $1.3M on 2026-03-31. At its lowest, it held 3.2K shares on 2024-09-30, with a value of $642.2K on 2025-03-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 0. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 496.