Castle Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Castle Wealth Management LLC

$183 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$18.17 - $24.57 $363 - $491	20 New	20 $0

Others Institutions Holding QQMG

# of Institutions

26

Shares Held

668K

Call Options Held

0

Put Options Held

0

Stewardship Advisors, LLC

167K
Shares

$5.58 Million
1.71% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

85.7K
Shares

$2.86 Million
0.01% of portfolio
Journey Strategic Wealth LLC Summit, NJ

58.3K
Shares

$1.95 Million
0.08% of portfolio
Fingerlakes Wealth Management, Inc.

54.8K
Shares

$1.83 Million
1.55% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

52.9K
Shares

$1.77 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQMG
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