Cassaday & Co Wealth Management LLC
Holdings in ESBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $229,263 | 36,391 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $269,320 | 36,199 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $283,650 | 36,042 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $278,506 | 35,890 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $363,700 | 35,727 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $376,700 | 35,605 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $323,732 | 35,497 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $352,559 | 35,362 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $331,265 | 35,241 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $280,944 | 35,118 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $257,022 | 34,969 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $225,549 | 34,807 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $226,022 | 34,613 | Shares | Sole | 2023-02-07 |