Cassaday & Co Wealth Management LLC
Holdings in FVCB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $335,064 | 24,088 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $312,421 | 24,088 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $284,238 | 24,088 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $254,610 | 24,088 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $302,786 | 24,088 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $314,348 | 24,088 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $263,040 | 24,088 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $293,391 | 24,088 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $342,049 | 24,088 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $308,567 | 24,088 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $259,427 | 24,088 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $256,537 | 24,088 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $376,228 | 24,661 | Shares | Sole | 2023-02-07 |