Castle Wealth Management LLC Invesco Et Self Idxd Fd Tr Def Transaction History
Castle Wealth Management LLC
- $169 Million
- Q1 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 5,595 shares of DEF stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,595
Previous 5,795
3.45%
Holding current value
$0
Previous $419,000
100.0%
% of portfolio
0.0%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DEF
# of Institutions
72Shares Held
1.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC261KShares$00.0% of portfolio
-
Bergan Kdv Wealth Management, LLC154KShares$01.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO150KShares$00.03% of portfolio
-
Envestnet Asset Management Inc144KShares$00.0% of portfolio
-
Creative Planning Overland Park, KS93.7KShares$00.0% of portfolio