Castle Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Castle Wealth Management LLC

$189 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$75.37 - $81.44 $4,145 - $4,479	55 New	55 $4,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$579 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$577 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$551 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$464 Million
0.04% of portfolio

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