Cassaday & Co Wealth Management LLC
Holdings in IFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $227,517 | 16,595 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $251,687 | 17,180 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $276,150 | 16,706 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $256,861 | 16,288 | Shares | Sole | 2025-05-05 |
| 2024-09-30 | $293,079 | 15,409 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $261,381 | 14,635 | Shares | Sole | 2024-07-30 |