Castle Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Castle Wealth Management LLC
- $214 Million
- Q3 2025
A detailed history of Castle Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Castle Wealth Management LLC holds 36,798 shares of PPA stock, worth $5.63 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
36,798
Previous 37,854
2.79%
Holding current value
$5.63 Million
Previous $5.36 Million
6.66%
% of portfolio
2.67%
Previous 2.79%
Shares
10 transactions
Others Institutions Holding PPA
# of Institutions
482Shares Held
23.3MCall Options Held
8.7KPut Options Held
7.38K-
Bank Of America Corp Charlotte, NC7.49MShares$1.15 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.06MShares$314 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$245 Million0.08% of portfolio
-
Ubs Group Ag780KShares$119 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA612KShares$93.6 Million0.02% of portfolio