Castle Wealth Management LLC Invesco Et Self Idxd Fd Tr Def Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Invesco Et Self Idxd Fd Tr Def stock. As of the latest transaction made, Castle Wealth Management LLC holds 5,444 shares of DEF stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,444
Previous 5,470
0.48%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DEF
# of Institutions
77Shares Held
1.35MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC263KShares$00.0% of portfolio
-
Bergan Kdv Wealth Management, LLC154KShares$01.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO137KShares$00.0% of portfolio
-
Envestnet Asset Management Inc128KShares$00.0% of portfolio
-
Creative Planning Overland Park, KS64.9KShares$00.0% of portfolio