Castle Wealth Management LLC Innovator Growth 100 Power Buf Transaction History
Castle Wealth Management LLC
- $169 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding NJUL
# of Institutions
94Shares Held
2.57MCall Options Held
0Put Options Held
0-
Round Table Services, LLC483KShares$29.2 Million3.99% of portfolio
-
Altfest L J & CO Inc439KShares$26.6 Million3.56% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ101KShares$6.13 Million0.01% of portfolio
-
Tradition Wealth Management, LLC92.7KShares$5.61 Million0.56% of portfolio
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Commonwealth Equity Services, LLC87KShares$5.27 Million0.01% of portfolio