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

Cassaday & Co Wealth Management LLC currently holds 7.2K shares with a market value of $570.4K. It started holding WFC on 2024-09-30. At its peak, it held 7.9K shares on 2025-09-30. Its highest holding value was $729.8K on 2025-12-31. At its lowest, it held 6.6K shares on 2024-09-30, with a value of $370.4K on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 713. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 33.