Castle Wealth Management LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Castle Wealth Management LLC
- $192 Million
- Q2 2025
A detailed history of Castle Wealth Management LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Castle Wealth Management LLC holds 4,831 shares of PXF stock, worth $286,574. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,831
Previous 4,831
-0.0%
Holding current value
$286,574
Previous $251,000
10.36%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding PXF
# of Institutions
223Shares Held
29.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11.7MShares$694 Million0.12% of portfolio
-
Invesco Ltd. Atlanta, GA4.46MShares$264 Million0.05% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.77MShares$105 Million0.5% of portfolio
-
Victory Capital Management Inc1.07MShares$63.4 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$63.3 Million0.0% of portfolio