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

Cassaday & Co Wealth Management LLC currently holds 4.9K shares with a market value of $204.0K. It started holding UBSI on 2024-09-30. At its peak, it held 5.9K shares on 2024-09-30. Its highest holding value was $228.3K on 2025-12-31. At its lowest, it held 4.9K 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 1.0K. In the recent year, Cassaday & Co Wealth Management LLC has decreased its shares by 1.0K.