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Fortinet shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Fortinet

Tip: Access up to 7 years of quarterly data

All positions including Fortinet 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 Fortinet by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 3.3k 77.55
2023-06-30 $431k 5.7k 75.59
2023-03-31 $412k 6.2k 66.46

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 Fortinet

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Bank of New York Mellon
Geode Capital Management
T. Rowe Price Associates
Nordea Investment Management Ab
Morgan Stanley
Barclays
Two Sigma Advisers
Swedbank AB
T. Rowe Price Investment Management
Invesco
D. E. Shaw & Co

View all funds holding Fortinet