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

Cassaday & Co Wealth Management LLC currently holds 7.5K shares with a market value of $374.7K. It started holding IBIT on 2025-03-31. At its peak, it held 31.9K shares on 2025-09-30. Its highest holding value was $2.1M on 2025-09-30. At its lowest, it held 7.5K shares on 2025-12-31, with a value of $374.7K on 2025-12-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 1.6K.