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FactSet Research Systems shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $211k 442 477.05

More positions owned by Cassaday & Co Wealth Management

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

View all positions for Cassaday & Co Wealth Management

Top funds holding FactSet Research Systems

Vanguard Group
Bamco
Wells Fargo & Company
Investec Asset Management
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Massachusetts Financial Services
Fiera Capital Corporation
Charles Schwab Investment Management
Legal & General Group
Btim
Congress Asset Management
Bank of New York Mellon
Mitsubishi UFJ Asset Management

View all funds holding FactSet Research Systems