Castle Wealth Management LLC Ishares Tr Transaction History
Castle Wealth Management LLC
- $169 Million
- Q2 2024
A detailed history of Castle Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Castle Wealth Management LLC holds 2,300 shares of DVY stock, worth $309,810. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,300
Previous 2,300
-0.0%
Holding current value
$309,810
Previous $283,000
1.77%
% of portfolio
0.16%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding DVY
# of Institutions
1,319Shares Held
64.9MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$830 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$525 Million0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$495 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.02MShares$407 Million0.06% of portfolio