Cassaday & Co Wealth Management LLC
Q4 2023 13F Holdings
Location
Mclean, VA
Holdings as of
12/31/2023
Value ($000)
$2,884,854
Num holdings
267
Date filed
2/14/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/6/2023
Next filing
5/8/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type