Cassaday & Co Wealth Management »

Cohen & Steers Rts shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Cohen & Steers Rts shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Cohen & Steers Rts

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Rts held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers Rts by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $131 8.9k 0.01

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr St Str Real Etf (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding Cohen & Steers Rts

Bank of America Corporation
Cable Car Capital
Quarry
Gts Securities
Wells Fargo & Company
Raymond James Financial
LPL Financial
UBS Group
Clear Street Group
Mariner Wealth Advisors
Ameriprise Financial
Boothbay Fund Management
Alpine Partners VI
Private Advisor
Matrix Private Capital Group

View all funds holding Cohen & Steers Rts