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Palantir Technologies shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Palantir Technologies (PLTR) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Palantir Technologies

Tip: Access up to 7 years of quarterly data

All positions including Palantir Technologies 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 Palantir Technologies by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $172k 10k 17.17
2023-09-30 $160k 10k 16.00

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
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Ishares Tr Rus 2000 Val Etf (IWN)
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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 Palantir Technologies

Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Jane Street
Barclays
Sumitomo Mitsui Trust Holdings
ARK Investment Management
Millennium Management
Legal & General Group
Bank of America Corporation
Goldman Sachs Group
Nikko Asset Management Americas
Squarepoint Ops
Ubs Global Asset Management Americas
UBS Group

View all funds holding Palantir Technologies