Castle Wealth Management LLC Innovator U.S. Equity Power Bu 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	$28.77 - $30.8 $57,540 - $61,600	2,000 New	2,000 $59,000

Others Institutions Holding PJUL

# of Institutions

249

Shares Held

19.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.75M
Shares

$154 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

984K
Shares

$40.5 Million
0.86% of portfolio
Brookstone Capital Management

767K
Shares

$31.6 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

727K
Shares

$29.9 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

591K
Shares

$24.3 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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