Castle Wealth Management LLC Invesco Et Self Idxd Fd Tr Def Transaction History
Castle Wealth Management LLC
- $214 Million
- Q3 2025
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 5,143 shares of DEF stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,143
Previous 5,444
5.53%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DEF
# of Institutions
79Shares Held
1.17MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC265KShares$00.0% of portfolio
-
Bergan Kdv Wealth Management, LLC154KShares$01.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO137KShares$00.0% of portfolio
-
1900 Wealth Management LLC75.4KShares$00.0% of portfolio
-
Creative Planning Overland Park, KS58.3KShares$00.0% of portfolio