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Fiserv shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv 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 Fiserv by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $317k 1.8k 179.65
2024-06-30 $273k 1.8k 149.04
2024-03-31 $336k 2.1k 159.82

More positions owned by Cassaday & Co Wealth Management

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

View all positions for Cassaday & Co Wealth Management

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
FMR
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Parnassus Investments
Northern Trust

View all funds holding Fiserv