Castle Wealth Management LLC Vanguard Industrial ETF Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 877 shares of VIS stock, worth $225,599. This represents 0.12% of its overall portfolio holdings.
Number of Shares
877
Previous 876
0.11%
Holding current value
$225,599
Previous $227,000
1.76%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VIS
# of Institutions
538Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.19 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.07 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$226 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$186 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$161 Million7.13% of portfolio