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Key shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Key

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All positions including Key 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 Key by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $153k 11k 14.40
2023-09-30 $115k 11k 10.76
2023-06-30 $97k 11k 9.24
2022-12-31 $185k 11k 17.42

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 Key

Vanguard Group
Charles Schwab Investment Management
Ontario Teachers' Pension Plan Board
Citadel Advisors
Millennium Management
Goldman Sachs Group
Dimensional Fund Advisors
Earnest Partners
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Barclays
Arrowstreet Capital, Limited Partnership
Bank Of Montreal

View all funds holding Key