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

Cassaday & Co Wealth Management LLC currently holds 5.9K shares with a market value of $228.3K. 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 5.9K shares on 2024-09-30, with a value of $206.1K 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 0.