Cassaday & Co Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
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
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)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
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 Fiserv

Vanguard Group
T. Rowe Price Associates
BlackRock
Dodge & Cox
Harris Associates L.P
Geode Capital Management
Jpmorgan Chase & Co
FMR
Morgan Stanley
Massachusetts Financial Services
Veritas Asset Management
Nuveen Asset Management
Parnassus Investments
Northern Trust
Legal & General Group

View all funds holding Fiserv