Castle Wealth Management LLC Global X Fds Global X Autonomo 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	$21.47 - $28.3 $5,582 - $7,358	260 New	260 $6,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$7.98 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.94 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.9 Million
0.15% of portfolio

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