Castle Wealth Management LLC Global X Fds Global X Autonomo Transaction History
Castle Wealth Management LLC
- $189 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DRIV
# of Institutions
163Shares Held
4.79MCall Options Held
7.2KPut Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ459KShares$10.9 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC442KShares$10.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC316KShares$7.5 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO225KShares$5.32 Million0.01% of portfolio
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Cx Institutional213KShares$5.04 Million0.22% of portfolio