Castle Wealth Management LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Castle Wealth Management LLC holds 10,755 shares of FPEI stock, worth $202,839. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,755
Previous 10,755
-0.0%
Holding current value
$202,839
Previous $205,000
1.95%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding FPEI
# of Institutions
189Shares Held
65MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.8MShares$298 Million0.02% of portfolio
-
Ubs Group Ag8.33MShares$157 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.49MShares$84.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.52MShares$66.4 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A62.98MShares$56.2 Million0.01% of portfolio