Cassaday & Co Wealth Management »

India Fund shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of India Fund (IFN) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in India Fund

Tip: Access up to 7 years of quarterly data

All positions including India Fund 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 India Fund by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $293k 15k 19.02
2024-06-30 $261k 15k 17.86

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 India Fund

Morgan Stanley
Landscape Capital Management
Raymond James & Associates
Royal Bank of Canada
Penserra Capital Management
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Rivernorth Capital Management
Wells Fargo & Company
LPL Financial
Transcend Wealth Collective
Lazard Asset Management
Consolidated Portfolio Review Corp
Bank of America Corporation
EP Wealth Advisors
Commonwealth Equity Services

View all funds holding India Fund