Castle Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History
Castle Wealth Management LLC
- $189 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding PAUG
# of Institutions
197Shares Held
16.5MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.4MShares$90.7 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.01MShares$38 Million0.46% of portfolio
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Commonwealth Equity Services, LLC898KShares$33.9 Million0.05% of portfolio
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Brookstone Capital Management894KShares$33.8 Million0.56% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ780KShares$29.5 Million0.07% of portfolio