Cassaday & Co Wealth Management LLC SCZ Holdings History
Cassaday & Co Wealth Management LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 1.08 Mil shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $68.57 Mil. This investment constitutes 1.93% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 0.75% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 3 purchases of SCZ, at an average price of $56.92, for a total of 1.34 Mil shares. In addition, there have been 6 sales at an average price of $59.58 for 265,639.00 shares. Based on historical transaction data and SCZ's current price of $72.62, Cassaday & Co Wealth Management LLC's estimated gain on his SCZ holdings is $17.66 Mil, reflecting a 23.06% gain to date.
Cassaday & Co Wealth Management LLC SCZ ($72.62) Holding Chart
Cassaday & Co Wealth Management LLC SCZ ($72.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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