Castle Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding QQMG
# of Institutions
26Shares Held
668KCall Options Held
0Put Options Held
0-
Stewardship Advisors, LLC167KShares$5.58 Million1.71% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA85.7KShares$2.86 Million0.01% of portfolio
-
Journey Strategic Wealth LLC Summit, NJ58.3KShares$1.95 Million0.08% of portfolio
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Fingerlakes Wealth Management, Inc.54.8KShares$1.83 Million1.55% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ52.9KShares$1.77 Million0.0% of portfolio